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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Information vs. instinct. Are your choices based on evidence of emotion?
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
At what point can you call a personal vehicle commercial?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Learn more about women taking control of their finances with this infographic.
An overview of some fundamental steps when a loved one passes.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
For women, retirement strategy is a long race. It’s helpful to know the route.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Bucket lists don’t have to be for tomorrow.
Learn about what risk tolerance really means in this helpful and insightful video.