Money Management Strategies Income Tax Strategies Charitable Planning Strategies Wealth Transfer Strategies
  • Financial Independence Analysis
  • Tax-Enhanced Investments*
  • Charitable Remainder Trusts
  • Business Continuation
    Planning
  • Risk-Managed Equities*
  • Private Placements*
  • Private Foundations
  • Living Trusts
  • Private Commercial & Construction Lending
  • Incentive Stock Option Optimization
  • Supporting Organizations
  • Family Limited Partnerships
  • Tax Efficient Vehicles*
  • Non-qualified Option Optimization
  • Donor Advised Funds
  • Insurance*
  • Private Placements*
  • Philanthropic Tax Planning
  • Irrevocable Life
    Insurance Trusts
  • Equity REIT's*
  • Intentional Grantor Trusts
  • Insurance & Annuities*
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Blueprints for Tomorrow
Legacy Capital Group offers a special financial planning program geared toward business owners and their unique concerns. With a concise series of one-hour sessions, Legacy will assist you in developing personalized, integrated solutions to address the most critical areas of your personal and business planning. You owe it to yourself, your family and your business to protect what you’ve worked so hard to create. Click here or call our offices for more information.

 

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* Securities offered through NFP Securities, Inc., member FINRA/SIPC. Legacy Capital Group California is an NFP affiliate, the parent company of NFP Securities, Inc. Securities services are available only in jurisdictions in which personnel are licensed. Advisory services offered through Legacy Capital Group California Registered Investment Advisor.
Planning Process