The Legacy Group, LTD
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1193 Liberty St SE Ste 100 | Salem, OR, 97302
Last time updated: 8/22/24, 11:05 PM
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About

The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives. Based on your needs and desires, your financial plan may include these and other highly specialized financial servicesRetirement Planning401 k Rollover StrategiesPension Survivor DecisionsAdvanced Estate PlanningFamily Business PlanningWealth Enhancement StrategiesPortfolio Allocation DesignIncome Tax Reduction StrategiesCharitable Planning Strategies

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