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WORRIED THAT YOUR FINANCIAL STRATEGY IS

MISSING SOMETHING?

As your financial coach, we're here to help guide you through retirement.

YOUR DREAMS MATTER

At Legacy Capital Planners, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

THE LEGACY CAPITAL PLANNERS, LLC PROCESS

WE OFFER SERVICES IN THESE THREE AREAS:

GROW

Prepare for retirement by putting your hard-earned assets to work.


HOW?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.


HOW?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

GIVE

Provide for the people and causes you care about the most.


HOW?
IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts     Probate     Charitable Giving     Estate Planning     Tax Planning

 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@legacycapitalplanners.com |  240-395-1060