Financial Planning Salem

The Legacy Group, LTD

Financial Planning Salem
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Address
1193 Liberty St SE Ste 100
Place
Salem, OR   97302 
Landline
(503) 581-6020
E-Mail
ray+1751431915634+deleted@thelegacygroup.com

Description

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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Financial Planning
(503)581-6020 (503)-581-6020 +15035816020

Map 1193 Liberty St SE Ste 100

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