Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Legacy Planning Alliance, Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our clients' lifestyle for a lifetime.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
For homeowners who think their property taxes are too high, there are ways to appeal.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Even if you’re young and single, you should still consider protecting yourself.
Do you have an estate strategy? You should.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here is a quick history of the Federal Reserve and an overview of what it does.