Overview
Employees
11-50 employees
Over 75 years of experience in insurance,financial planning and retirement planning. We help provide peace of mind and excellent assistance that leaves our customers satisfied with our services. Legacy Planning Group are the premier brokers of the top carriers, representing the interests of the client at all times. Our staff certifications and associations include GAMA, FINRA, NAIFA, NIPR and MDRT. At Legacy Planning Group, we believe it to be our responsibility to: * Hold our profession in high esteem and strive to enhance its prestige. * Fulfill the needs of our clients to the best of our ability. * Maintain our clients’ confidence. * Render exemplary service to our clients and their beneficiaries. * Adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives. Legacy Planning Group offers the full array of financial products and services ranging from annuities to separately managed accounts.
