WELCOME

Estate Planning...The way you want it to be.  The way it should be.  The way it can be. 

How much should you be saving for retirement? What are the safest places for your money in today’s volatile economy? How is your nest egg doing?  At Legacy Planning Services, we offer a FREE, no obligation review of the following:

  • 401K, 409(a), SEP IRA's, Simple IRA's, and Rollover IRA's
  • Traditional and ROTH IRA's
  • 412(e) Plans
  • Life Insurance Policies
  • Annuities
  • Long Term Health Care Plans
  • Disability Income Insurance
  • Buy-Sell Agreements
  • Business Continuation Plans

Our professional staff has given folks independent financial advice for over 30 years.  Whether you're an individual or a business, we'll keep you up to date with the latest, and do it with a personal touch.