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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
There are things about Social Security that might surprise you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
Make your retirement as exciting as your next vacation.
What if instead of buying that vacation home, you invested the money?