Financial Services
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