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A New Approach To Planning

The Mission of the Legacy Wealth Partners is to provide the best environment, resources, and platform for holistic financial planners so that their practices can experience exponential growth. We will accomplish this by working in a supportive and entrepreneurial atmosphere, with an ever-increasing number of high performance professionals who meet our standards of excellence. All business affairs are conducted with a strong sense of stewardship on behalf of our clients.

Clients

We create strategies that are tailored to your needs and goals. 

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Careers

Years of experience have prepared us to guide you through your life transitions.

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Brokerage

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Articles and Insights

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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