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.
Determine your potential long-term care needs and how long your current assets might last.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Do you understand these common mobile slang terms?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.