Business Planning

We specialize in taking a holistic approach to help you, your business, and your employees meet their goals.

Am I encouraging and helping my employees save for retirement?

Which group benefits are best for employee retention?

How can I successfully transition my business to the next generation?

We know you have a lot on your plate and spend your day wearing many hats. While your focus is growing your business, sometimes everyday tasks and administrative responsibilities can get in the way of mapping out your long-term goals for you and for your company. The Legacy Group, Inc. focuses on all aspects of the financial planning process for you and your business. We help you answer the important questions that shouldn’t be ignored.


4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

Get Directions


410-828-4411 | 800-770-0029