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Individual Financial Planning Services

Our Areas of Expertise

Market Summary


College Planning

Rising education costs require a forward-thinking plan. Legacy Wealth can help you prepare for one of life’s biggest investments.

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Accounting & Tax Services

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Legacy Wealth will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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