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Legacy Planning Group, LLC

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Legacy Planning Group, LLC

Overview:

At The Legacy Planning Group, we understand the unique needs of our clients. You are resourceful and hardworking—traits that have brought you great success—but balancing American values and culture with our traditional values is challenging.

Instilling in our children and grandchildren the traits that have made us and our parents successful, while living a privileged lifestyle, requires balance and planning.

Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

We look forward to helping you take control of your financial future.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

   * Fee-Based Financial Planning
   * Retirement Planning
   * Business Planning
   * Estate Conservation Strategies
   * Fixed and Variable Annuities
   * Variable and Traditional Life Insurance
   * Disability Income and Other Insurance
   * 401(k) and other Company Sponsored Plans
   * Asset Management Accounts
   * Mutual Funds
   * Education Planning
   * Wrap Fee Accounts
   * Brokerage Accounts
   * Deferred Compensation Programs
   * Buy-Sell Plans
   * Life Insurance for Key Persons
   * Asset Allocation Strategies

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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