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“Imagine That™!“



Leveraged Life Insurance for a Tax-Savvy Retirement

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Mike sold his practice last year at 58 with the goal …

Your Family Bank: Where Financial Wisdom Meetings Family Values

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWe have lovely clients, we’re going to call the McAllisters. (Not their …

Direct Indexing: A Smarter, More Sophisticated, Tax-Efficient Strategy

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWith tax season upon us, one of our clients, whom we’ll …

More Than Money: Creating Generational Legacy

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAA friend of mine grew up in Hawaii (and yes, before …

Finance, Faith, and the Spirit of Giving

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CADecember is a time of giving—both to loved ones and to …

“We’ve Always Wanted This!” The Real Estate Investment Clients Are Excited About

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAI just bet you have heard the following sometime in the …

Protecting Your Money In Turbulent Times

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWe are working with a lovely couple who really, really want …

Did You Know That Estate Taxes (Federal Death Taxes) Are Optional?

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CASeveral months ago, a wonderful friend called out of concern for …

How Long Does IRS Have To Audit My Tax Returns?

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAIn doing an annual review with clients recently, they asked, “R …

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com