Where to start with Wealth Legacy Group®, Inc.

OUR PROPRIETARY PLANNING PROCESS BRINGS CLARITY AND PRIORITIZING OF GOALS, WHICH PROVIDE CONFIDENT, ACTION AND PEACE OF MIND.
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Personal Planning

  • Estate | Asset Protection | Taxes | Insurance

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Business Planning

  • Buy-Sell | Succession | Taxes | Insurance

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Accumulation Planning

  • Retirement | Education | Investment | Taxes

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Legacy Planning

  • Philanthropy | Conflict Resolution | Taxes

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Who is R. J. Kelly?

Bringing clarity and peace of mind for over thirty years.
 
Hi, I'm R. J.! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. For over thirty years, WLG has specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, we help clarify what matters most to them. Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays “on target” to reach higher levels of results and satisfaction. So, are you ready to plan a better and brighter future?

 

Click here to learn more about R. J.

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