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.
Helpful Content
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Debt Stress
There’s a link between debt and stress.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.