Our smartest friends by a long shot, Legacy planning Group provides legal, financial, tax, and insurance solutions in a truly revolutionary way. Read their mission and vision statements below to see what we mean, or go check out their website with the button below.
MISSION: Using our collaborative, multi-disciplinary model we Inspire and Inform our clients through a process whereby they can successfully Initiate, Implement, Integrate and Iterate collaborative financial, tax, insurance and legal solutions to achieve their individual, family and business legacy objectives.
VISION: Inspired by a zealous commitment to collaboration in pursuit of the ultimate in client care and service, we co-create multi disciplinary, holistic and synergistic individual, family and business legacy solutions to grow, preserve and eventually transfer wealth responsibly in fulfillment of our clients’ legacy objectives.
