Legacy Financial Planning

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Key Statistics

Minimum Client Size
Any Size
Total Customers Served
 
Most Popular Offerings
1. 401(k) Plan
2. Traditional 401(k) Plan
3. Roth 401(k) Plan
Founded
2000

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Media

About

Regardless of age or income level, the number one concern we hear from individuals nearing or in retirement is: “How can I make sure my money will last as long as I do?” That’s because managing a lifetime of financial assets...

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Clients

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