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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Key Money Moments: 4 Times You Should Talk to a Pro
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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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When Markets React
When markets shift, experienced investors stick to their strategy.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.