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.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are benefits and limitations when you decide to donate stock.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Medicare’s popular program, offering free gym membership and health education.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
In the face of divorce, making changes to insurance coverage may be overlooked.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.