Our Process

Do you feel like your plan has been piece-mealed by advice from too many sources?  Like you have a team with no coach? Your tax attorney puts together your legal documents, your accountant gives you income tax advice, your broker manages your portfolio and your insurance agent offers you more insurance to pay for your ever-increasing estate tax liability.  Everyone is coming at you from a different direction and with a different point of view.

How would you like to put everyone in the same room and have them integrate all of their best planning ideas?  Legacy Capital Group does that.

We get together. We discuss your values, review your goals, your family, your assets and your existing plan. Using our internal resources, outside consultants and your existing professional advisors, we turn over every stone until you have a plan that mirrors your goals and enhances your Legacy.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Legacy Capital Group is a member of PartnersFinancial and Benefits Partners, both a platform of NFP Insurance Services, Inc. (NFPSI) which is an affiliate of Kestra IS.  Legacy Capital Group is not affiliated with Kestra IS, Kestra AS, and NFPSI.