Helping to guide, educate, and advocate for your future. 

Guiding You Through Every Financial Transition

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Missed our last Webinar?

The Legacy Group, Inc. is a multigenerational ensemble with over 30 years of experience, dedicated to helping you achieve your financial goals.

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Why Choose an Ensemble?

Just like musicians coming together to perform a piece of music, we collaborate as a team to help you achieve your goals. With over 30 years of experience serving the community, our collective expertise allows us to identify and address your distinct financial planning needs.

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Educators, Guides, and Advocates

As educators, we provide clear answers to your questions and concerns, helping you navigate difficult situations and simplify the complexities of the financial world.


As guides, we collaborate with you to chart the course toward your retirement and financial goals, offering direction even when the path seems uncertain. When life presents challenges, we help adjust your course to keep you moving forward.



As advocates, we stand by you when life changes unexpectedly, ensuring you stay focused on your objectives. Acting as your trusted partner, we help you make the best decisions for both today and the future.

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Personal & Family Planning

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Employer Sponsored Retirement Plans

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Non-Profit Consulting

Your Plan, Your Way

What's Your Legacy?

Your goals, dreams, and future deserve a strategy as unique as you are. Our team works with you to create customized financial plans that grow with you and protect what matters most. Schedule a consultation today to start building a plan that works for you.

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A man and a woman are walking down a sidewalk.