A complete list of active advisors currently associated with Legacy Estate Planning Group, Inc.

Warmer can help you find a great advisor at Legacy Estate Planning Group, Inc. or one who fits your needs even better.

Legacy Estate Planning Group, Inc. serves individuals, high‑net‑worth individuals, trusts and estates with personalized financial planning, one‑time consulting and ongoing annuity/variable life management. Rather than providing in‑house portfolio management for individual accounts, the firm typically refers investment assets to third‑party money managers and acts as a liaison for implementation. The firm’s planning process uses fundamental analysis for insurance reviews and technical analysis for investment recommendations, producing written plans with periodic follow‑ups and client check‑ins. Investment implementation and trading authority are generally handled by third‑party managers (the brochure discloses relationships with named managers), and LEPG reviews TPM‑provided statements and performance on a regular basis. Noteworthy aspects include an affiliated insurance business that offers fixed annuities and life/long‑term care products and the firm’s receipt of referral and incentive arrangements from third‑party managers, both of which are disclosed as potential conflicts of interest. The adviser operates as a very small, solo practice that does not take discretionary trading authority or custody of client assets, positioning its role largely as planner, annuity manager, and intermediary to outside managers.

To learn more about the advisors currently working at Legacy Estate Planning Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.