Retirement Planning

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.

You choose how you pay tax based on the type of the plan you select.

  • Fully taxable
  • Tax deferred
  • Tax free
  • Fully tax-exempt

Did you make the right choice? If not, it’s not too late to change your plan!