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Legacy Global Financial Group, Inc

Legacy Global Financial Group, Inc. is a professional service firm offering a wide variety of financial services.  These services include financial planning, tax and accounting services, life insurance and annuities, pension plans, planned giving, business and entity planning, management advisory services, wealth transfer, and various international services. We have expertise in foreign trust, corporation, LLC and bank account compliance reporting.  We also offer financial education to our clientele through our newsletters, Strategic Business Planning Workshops, and Legacy and Wealth Transfer conferences.

 Our mission at Legacy Global Financial Group, Inc. is to be your trusted advisors for tax preparation, advanced estate tax planning, tax-efficient financial planning and international asset protection planning.  We simplify the complexities of international financial planning by providing or coordinating the multiple services needed for a comprehensive financial plan. We educate our clients with an emphasis on tax-efficiency to maximize long-term rate of return.