About
Financial Planning
Plan your financial future with confidence through our expert financial planning services, tailored to help you achieve your unique goals.
At Legacy Trust & Capital Partners, we provide personalized financial planning solutions to help you manage your finances, grow your wealth, and achieve long-term success. Our advisors work closely with you to create a plan that aligns with your goals, whether it’s saving for retirement, building investments, or managing risk.
Comprehensive Services
Our financial planning includes:
- Budgeting and Savings: Creating realistic plans to manage expenses and build reserves.
- Investment Planning: Diversifying portfolios to align with your goals and risk tolerance.
- Retirement Planning: Ensuring a secure and comfortable retirement.
- Tax Strategies: Minimizing tax liabilities while maximizing income.
- Risk Management: Protecting your financial stability through insurance solutions.
Ongoing Support
We provide expert guidance and continuous updates to your financial plan, ensuring it evolves with your changing needs and circumstances.
Partner with Us
Secure your financial future with Legacy Trust & Capital Partners. Let’s create a tailored plan that empowers you to achieve your dreams.
Disclosure
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Genesis Financial Group, LLC dba Legacy TCP Advisory Services, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Genesis Financial Group, LLC dba Legacy TCP Advisory Services, a Registered Investment Advisor with the SEC.
All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.
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Genesis Financial Group, LLC dba Legacy TCP Advisory Servcies is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training.
The information contained in this material is intended to provide general information about Genesis Financial Group, LLC dba Legacy TCP Advisory Services and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services is provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions.
Market data, articles and other content in this material are based on generally available information and are believed to be reliable. Genesis Financial Group, LLC dba Legacy TCP Advisory Services does not guarantee the accuracy of the information contained in this material.
Genesis Financial Group, LLC dba Legacy TCP Advisory Serccies will provide all prospective clients with a copy of our current Form ADV, Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV, Part 2A at adviserinfo.sec.gov. In addition, you can contact us to request a hardcopy.