About Legacy Planning Services
Legacy Planning Services, Inc. was founded in 1993 by two veteran money managers. Recognizing the need for clear, concise, understandable financial information, we started our own company with a mission to provide individuals and businesses with sound financial advice. We specialize in recommending safe strategies for protecting your money. Our experienced team can help you to learn more about how you can achieve your financial goals. Our services include:- Retirement Planning
- Estate Planning
- Business Planning
- Asset Protection
- Cash Flow Planning
- Mortgage Loans
- Reverse Mortgages
- Annuities
- Life Insurance
- 401K, 409(a), SEP IRA's, Simple IRA's, and Rollover IRA's
- Traditional and ROTH IRA's
- 412(e) Plans
