TAX
✦
WEALTH
✦
LEGACY
✦
TAX ✦ WEALTH ✦ LEGACY ✦
THE LEGACY FAMILY
MULTI LEVELS OF EXPERTISE
FOR A COORDINATED APPROACH TO YOUR FINANCIAL WELLNESS
Education, coordination, & a clear path forward
Tax & accounting for individuals and businesses
Financial planning & wealth management
YOUR FINANCES WORKING TOGETHER
Tax & Accounting
For nearly 30 years, Legacy Consulting Group has helped individuals and businesses with tax preparation, tax planning, bookkeeping, payroll and business consulting.
Individual, business, trust and estate tax returns
Tax planning and consulting
Bookkeeping and payroll
Business and employer retirement plan consulting
TAX COMPLIANCE
ACCOUNTING & BOOKEEPING
QUICKBOOKS CONSULTING
BUSINESS ADVISORY
Financial Planning & Wealth Management
Legacy Advisory Group helps families plan for retirement, invest with purpose and protect what they've built.
Financial planning and investment management
Retirement income planning
Life and long-term care insurance
College savings planning
INVESTMENT & RETIREMENT PLANNING
FINANCE & TAX PLANNING
ESTATE & INSURANCE PLANNING
EDUCATION & FAMILY PLANNING
Tax, wealth, and estate planning, coordinated.
Cultivating Financial Poise
LEGACY
One Family of Firms, Three Specialized Practices
Legacy Total Wealth brings together three established financial firms. Each is its own business with its own expertise, and they coordinate on your behalf when you ask them to.
Tax Strategy
Year-round tax planning creates a strategy that looks ahead to make moves that shape next year’s bill.
Wealth & Retirement
Investment management and retirement income plans are built with the tax impact in view from the start.
Estate & Legacy
Wills, trusts and powers of attorney, coordinated with your finances & prepared by licensed attorneys.
Business Owners
Build wealth inside and outside your business with tax, payroll, and retirement plan strategy that works together.
YOUR ACCOUNTANT & FINANCIAL ADVISOR
UNDER ONE ROOF
Most families get tax advice from one office and investment advice from another, and the two rarely talk. Our CPA-led team plans both together, so every financial decision supports the rest.
