Legacy Estate Planning Group, Inc. is a comprehensive wealth management firm based in Omaha, NE, specializing in estate, business, and retirement planning for baby boomers, seniors, and retirees. With a focus on honesty, integrity, and service, their team of trusted advisors is dedicated to helping clients achieve financial freedom through ethically sound retirement strategies, while minimizing tax costs and protecting family wealth.
Legacy Estate Planning Group, Inc. offers a range of financial solutions, including estate planning, life insurance, investment management, and tax planning. Their mission is to provide innovative strategies that improve clients' quality of life, tailored to their investment goals, risk tolerance, and income needs. With a commitment to building lifelong relationships, Legacy Estate Planning Group, Inc. aims to be the trusted advisor that handles all aspects of the estate and financial planning process, ensuring clients' wishes are followed with minimal turmoil, outside involvement, and taxes.
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