Personal and Family Planning

Our goal is to help answer life’s questions.
Will I have enough to retire when I am ready?
Is my family protected if something should happen to me?
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.
We work with you to create a plan for the future.
We help craft a solid protection plan for you and your family.
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.


4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

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410-828-4411 | 800-770-0029



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The Legacy Group