Solid Values

Innovative Thinking

Creative Solutions

Estate Planning Excellence

It is vitally important to have basic Estate Planning strategies in place. Such a plan ensures that your asset-distribution goals are met when your life ends. Custom plans offered are:
LegacyPlan™ BASIC
LegacyPlan™ PLUS
LegacyPlan™ PLATINUM

Tax Planning Excellence

Tax strategies can offer very unique planning opportunities. Individuals, growing enterprises, and established businesses can benefit from knowledgeable tax planning. The complexities of the tax system require a professional with in-depth knowledge.

Retirement Planning Excellence

Legacy Planning Group reflects a broad base of clientele. Considered specialists in retirement planning for those who are over age 55, Legacy Planning Group provides a full range of services.

Insurance Planning Excellence

Will your family's needs be covered in the event of your death? Steps should be taken now to ensure your final expenses are taken care of without creating a burden to those you love.


E. K.


"Several of my friends and family had enjoyed the services of your firm, and you came highly recommended, so I knew that you would be able to handle our special needs when oil was discovered on our land. What I didn't know was how confidently and efficiently you would handle them, and how quickly and easily. Keeping our estate confidential and 'private' was also very important to us."

T. M.


"Who knew how difficult it would be to find someone knowledgeable in the tax code in my small town. Fortunately, I heard about Legacy Planning Group from a retired friend who convinced us that you really could help us with our retirement planning. I truly have peace of mind now about the financial future of my family. Thanks, you have a client for life!"