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
Debt Stress
There’s a link between debt and stress.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
View all articles 
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.