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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Lifestyle considerations in creating your retirement portfolio.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about what risk tolerance really means in this helpful and insightful video.
There are thousands of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
When you retire, how will you treat your next chapter?
Learn about the importance of having an estate strategy in this helpful and informative video.