Financial Planning
Our Financial Planning services are designed to help you create a comprehensive strategy that aligns with your long-term financial goals and ensures a secure future.
Tax Preparation
Maximize your tax benefits and ensure compliance with our expert tax preparation services for businesses and individuals.
Portfolio and Risk Management
Our Portfolio and Risk Management services focus on safeguarding your investments and mitigating potential risks to ensure long-term financial stability.
Legal Services
At Legacy Trust & Capital Partners, our Legal Services are designed to provide comprehensive support for both personal and business legal matters.
Life, Property and Casualty Insurance
Our Life, Property, and Casualty Insurance services provide comprehensive coverage to protect your assets, loved ones, and ensure peace of mind in every aspect of your life.
Complete
All you need under one roof:
- Financial Planning: We help you define your goals and then reach those goals with coordinated investment strategies, tax planning, and estate plans that reflect your personal values.
- Portfolio and Risk Management: We focus on safeguarding your investments and mitigating potential risks to ensure long-term financial stability.
- Corporate Retirement Plans and Employee Benefit Solutions: We provide comprehensive employee benefit packages for clients seeking to supplement or update their employee’s total compensation packages. Whether carving out benefits for your most essential employees or overhauling your company’s benefit package to procure savings, we have the expertise you need.
- Estate Planning: We believe that estate planning is more than wills and trusts. We craft a comprehensive plan that reflects your goals and the legacy you want to leave.
- Long Term Care Planning: We know that long term care health costs can have a devastating affect on your finances. Planning ahead for Long Term Care costs can help you maintain control of services and expenses in your time of need.
- Business Planning & Succession: Whether you’re starting a new business, expanding, or planning for succession, our fully integrated approach ensures your legal and financial strategies work together to protect and grow your company.
- Personal Insurance: We offer tailored solutions for life insurance, disability insurance, and long-term care coverage to safeguard your family’s future and provide financial security in times of need.
- Property and Casualty Insurance : Whether you’re protecting your home, vehicles, or business, our expert team is here to ensure you have the right coverage to guard against unforeseen risks.
- Commercial Insurance: We design comprehensive and cost-effective insurance programs for your business.
- Tax Strategy and Efficiency Planning: Our tax attorneys and financial advisors work in tandem to ensure your strategies are tax-efficient, helping you retain more of your wealth for future generations.
- Tax Preparations: Our experienced professionals provide comprehensive assistance with personal, business, trust, and estate tax returns, as well as other essential filings, ensuring you and your business stay compliant with all tax regulations.
- Corporate Compliance and Bookkeeping: : Our team handles everything from routine bookkeeping tasks to navigating complex compliance requirements, so you can focus on growing your business with confidence. Trust us to keep your financials clear and compliant, giving you peace of mind and the freedom to achieve your goals.
Confidence
Our Commitment to Excellence
Legacy Trust & Capital Partners specializes in holistic financial planning, bringing together a team of seasoned professionals to provide integrated and comprehensive financial services. Our approach ensures that every aspect of your financial life— from financial planning and asset management to estate planning, insurance, and tax preparation—is expertly managed.
By coordinating these services, we offer a streamlined and effective path to achieving your financial goals. At Legacy Trust, we prioritize our clients’ success, delivering tailored solutions that protect and grow your wealth while providing peace of mind.
Solutions
Why Choose Us
At Legacy Trust & Capital Partners, we stand out by offering a unique blend of expertise and personalized service. Our team of highly experienced professionals collaborates seamlessly to provide a comprehensive suite of financial services, ensuring all your financial needs are met under one roof. By integrating financial planning, asset management, estate planning, insurance, and tax preparation, we deliver streamlined and effective solutions.
Our unwavering commitment to excellence and attention to detail guarantees that you receive the highest quality service, tailored to your specific goals. Choose Legacy Trust & Capital Partners for a trusted partner dedicated to securing and enhancing your financial future.
News
News From The World Of Money
Why Estate Planning is Essential for Everyone
Estate planning is often misunderstood as something only the wealthy need to worry about. However, it is essential for everyone, regardless of their financial situation. Here's why: Protect Your Assets: Estate planning ensures that your assets are distributed...
Important Tax Changes to Know for 2024
As we enter the new tax year, it's crucial to stay informed about significant tax changes that may impact your financial planning. Here are some important tax updates for 2024: Increased Standard Deduction: The standard deduction has been increased for all filing...
Top 3 Investment Strategies for 2024
As we move into 2024, it's essential to consider new investment strategies that can help you maximize returns and manage risk. Here are three top investment strategies to consider this year: Diversify Your Portfolio: Diversification remains a cornerstone of successful...