Personal and Family Planning

Our goal is to help answer life’s questions.

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Will I have enough to retire when I am ready?

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Is my family protected if something should happen to me?

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How do I plan for college expenses and other life events?

Whether you are starting your first job, starting a family, or starting to think about retirement, we are here to take the next steps with you.

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We work with you to create a plan for the future.

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We help craft a solid protection plan for you and your family.

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We here to help you when “Life Happens”.

We start by getting to know you and your family and help map out your goals for the future. We help to educate you on the best options to meet your specific goals. Life happens, and we are your advocates. Let us guide you.

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

Get Directions

Contact

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410-828-4411 | 800-770-0029

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410-583-0102

Connect

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, CT, DC, DE, FL, GA, IN, KY, IL, LA, MA, MD, MI, MO, NH, NJ, NY, NC, NM, OH, PA, SC, TN, TX, VA, and WV. Cambridge and The Legacy Group, Inc. are not affiliated.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, The Legacy Group, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

The Legacy Group