You have taken an important step in contemplating YOUR LEGACY!
As you embark upon this journey, our primary desire is to help you strategize on decisions that will impact your life and future generations. Legacy Wealth Financial Group (LWFG) is your business and estate planning one-stop-shop.
We develop strategic plans with your input and goals in mind. We will also work with your trusted advisors to ensure your plans are properly implemented to your satisfaction. Planning includes those most important foundational protections including the drafting of wills, trusts, powers of attorney, healthcare proxies with HIPAA authorizations, and other vital directives.
Essential planning cannot be understated. We take a collaborative approach to help clients with diverse goals create, build, and sustain wealth while leaving a lasting legacy.
We provide tailored solutions to fit your objectives, circumstances, and budget.
We are here to respond to any questions you may have, and if it is a good fit, we would be honored to collaborate with your own team, or personally serve as your trusted Legacy Wealth Advisors and liaison on legal, insurance, financial, and tax matters.
There’s much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.
TJ Halsey, JD, LL.M, MBA
President & CEO