Our Process

Do you feel like your estate 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.

Securities offered through Registered Representatives of NFP Securities, Inc.(NFPSI), Member FINRA/SIPC.  Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.  Legacy Capital Group is a member of Partners Financial, an affiliate of NFPSI.  Legacy Capital Group and NFPSI are not affiliated.  NFPSI does not provide legal or tax advice.

This site is published for residents of the United States only.  Registered representatives and investment advisor representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

200 River Market Avenue, Ste. 350.    •    Little Rock, AR 72201    •    Toll free 1.800.372.4484
4100 Corporate Center Drive Suite 200   •   Springdale, AR 72762   •   Toll free 1.800.860.8461