Legacy Planning Solutions | Reduce Debt. Minimize Taxes. Improve Your Cash Flow. Increase Wealth.
 Legacy Planning Solutions | Reduce Debt. Minimize Taxes. Improve Your Cash Flow. Increase Wealth.

Philosophy

 

We believe in creating relationships based on trust and building our business through referrals. We provide you with our time & over 20 years of expertise.

 

Legacy Planning Solutions believes in a respectful, no-pressure process.

 

During the first visit, we get to interview each other and discuss concepts.

 

With your approval we will organize, analyze, and present your current financial situation in writing.

 

We will offer recommendations during the second appointment.

 

Take Our 90 DAY CHALLENGE. We Will Work With You & Your Advisors To Find Between $3,000 & $30,000 In 90 Days. You Will Enjoy More Protection, Savings & Peace of Mind.

These are some of the Benefits of Our 90 DAY CHALLENGE, We Will:

 

. Coordinate your micro managers (your micro managers start talking to each other)

 

. Integrate your financial decisions (your money will start working more efficiently)

 

.  Identify your changing needs (by performing a FREE annual review)

 

. Meet or exceed your goals (not only based on your needs, but also your wants)

 

.  Automate implementation (together we will put your plan on autopilot)

 

. Organize your finances from A to Z (by providing a file system, for all your documents)

 

.  Provide you control, especially during a crisis (you will be more knowledgeable & fully prepared)

 

.  Give you peace of mind (allowing more time & money to spend with your family)

 

.  As a Result, The Money You Had Been Losing Unknowingly Is Now Directed Towards Better Protection & Savings

 

Take Our 90 DAY CHALLENGE:
We Will Work With You & Your Advisors To Find Between $3,000 & $30,000 In 90 Days. You Will Enjoy More Protection, Savings & Peace of Mind.