Personal Financial Planning
At Wealth Legacy Group, we are proud to offer the highest quality personal financial planning service with an outstanding team support to all of our clients. has been in the financial services industry since 1977. He is a Chartered Life Underwriter, Chartered Financial Consultant and Retirement Income Certified Professional®, has a Masters in Financial Services with an emphasis in taxation, and is an Investment Advisor Representative of Wealth Legacy Group®, Inc., a Registered Investment Advisor.
you believe in, and greater family harmony. The unique Lasting Legacy Retreat™ helps families identify their core virtues, values and life purpose. It dramatically increases the likelihood that the family will thrive and remain intact for generations to come.
Asset Protection Planning:
Let us share comprehensive techniques to improve your privacy and asset protection.
Tax Planning For Individuals:
“Zero tax planning” approach is simply utilizing the rules that are already in the tax law, but which only a fraction of advisors discuss with their clients, and even fewer clients are aware that these opportunities exist.
We can help you explore the benefit of utilizing a “Private Placement” insurance contract – either domestic or international – and its application as a “wrapper” for holding current or future personal investments such as stocks, bonds, mutual funds and even real estate. In addition to providing a tax-free environment for appreciation of assets, there can be substantial asset protection benefits provided through this structure.