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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Is your estate in order? This short quiz may help you assess your overall strategy.
Gaining a better understanding of municipal bonds makes more sense than ever.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Earnings season can move markets. What is it and why is it important?
Learn a little about worldwide currency in this fun infographic
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are five facts about Social Security that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.