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.

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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Preparing Your Heirs for Wealth

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?

 

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Latest posts

Ten-Worst-Financial-Mistakes
The 10 Worst Financial Mistakes … And How to Avoid Them

Ten-Worst-Financial-MistakesI recently had dinner with a client who is the CEO of a Fortune 500 company. Although he is now a multimillionaire and no longer worries about money, his path to fortune was full of setbacks.  He made countless financial mistakes...

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“Six Ways To Protect Your Business Against Employment Lawsuits”

  I co-host The Wealth Building Hour radio show.  I recently had the pleasure of interviewing two guests, Ken Rose, Esq. and Jack Landers, who addressed employment law issues and the use of Employment Practices Liability Insurance to protect your business against employment lawsuits. After listening to Ken and Jack share...

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Earn higher interest rate while still having liquidity
Would You Like To Earn a Higher Interest Rate While Still Having Liquidity?

Earn higher interest rate while still having liquidityEarlier this month, I asked a client if he wold like to earn a higher interest rate while still having liquidity  after he complained about the paltry earnings on his corporate cash management account.  He needed liquidity for his $500,000,...

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What You Don’t Know About EPLI and Wage & Hour Rules – Could Cost You Your Business!

As if business owners don’t already have too much on their plates … on today’s program we discuss two important issues: employment law, EPLI (Employment practices liability insurance), wages & Hours rules and commercial insurance. Ignorance of either one of these areas could even bring about the end of the...

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In 1981, I travelled with professional climbers to Nepal in their quest to climb Tawoche, the world’s 5th tallest peak. While ascending to 18,000+ feet, I was struck by how clear a perspective one has at that altitude, versus the busy roads below. Likewise, WLG provides you with a “mountain top view” of your situation so you can achieve your most important business and life goals.