Legacy Point Financial Group was established with a singular mission: to provide specialized, independent financial and investment advice to retirees and those nearing retirement.
Our firm concentrates in those areas that most affect our clients including retirement income, planning for long-term care, and estate planning. We also address the needs of our clients’ ultimate inheritors. Whether these are children, other relatives, or charities, we seek to maximize the value of inherited assets via thoughtful estate distribution design and intergenerational planning.
Because our firm practices only within this discipline we are able to maintain a high level of competence and provide expertise in those areas that most matter to our clients.
