Legacy & Wealth Professionals LLC is a trusted financial firm based in Fort Collins, CO, with over 30 years of experience in providing comprehensive planning strategies for businesses and families. Their team of experts takes a holistic approach to financial affairs, offering solutions tailored to individual needs and goals. Through their strategic alliances and collaborative approach, Legacy & Wealth Professionals empower their clients to make informed decisions and achieve peace of mind for themselves and future generations.
Legacy & Wealth Professionals LLC operates as an outsourced CFO, analyzing the current state of businesses, reviewing documents, and providing suggestions for proper business structures to achieve short and long-term objectives. They also offer solutions for families, helping them navigate income tax, plan for the future, and leave a legacy of love and financial security. With a focus on education and empowerment, Legacy & Wealth Professionals strive to bring their clients to the next level by organizing their financial affairs and guiding them towards a prosperous future.
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