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.
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.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Being healthy not only makes you feel good, it may also help you financially.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are benefits and limitations when you decide to donate stock.
There are things about Social Security that might surprise you.
The earlier you start pursuing financial goals, the better your outcome may be.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
When markets shift, experienced investors stick to their strategy.
What if instead of buying that vacation home, you invested the money?
When you retire, how will you treat your next chapter?
Bucket lists don’t have to be for tomorrow.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn how to harness the power of compound interest for your investments.