Complete Support For Your Financial Life

Financial success can bring incredible opportunity, but complexity often accompanies wealth, as well. For the individuals and familes we support, balancing ambitious objectives and complicated finances is often a key priority. With Capital Legacy, LLC, you can find the answers and guidance you need – with ongoing support that frees you to spend time enjoying your life.

Financial Planning

Objective:
Build a strategy for pursuing the goals that matter most to you.

  • Comprehensive Financial Planning
  • Cash Flow Modeling
  • Retirement Income Planning
  • Social Security Claiming Strategies

Portfolio Management

Objective:
Select investments that bring your financial plan to life.

  • Custom Portfolio Management
  • Concentrated Position and Diversification
  • Tax Efficient Strategies
  • Tax Loss Harvesting

Long Term Care Insurance

Objective:
Find a policy that meets your needs & budget.

  • Traditional Long Term Care Insurance
  • Hybrid or Asset based policies
  • Short Term or Critical Care Insurance
  • Policy Analysis and Evaluation
  • Advanced Strategies for Wealth Transfer and Estate Planning

Life Insurance

Objective:
Protect your family and manage financial risk.

  • Multi company comparison
  • Policy Analysis and Evaluation
  • Advanced Strategies for Wealth Transfer and Estate Planning

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