Legacy Planning Group, LLC is based in Virginia Beach, Virginia, making it easy and convenient to serve our clients throughout the Hampton Roads area (including Norfolk, Chesapeake, Suffolk, Portsmouth, Hampton and Newport News). Though the majority of our clients’ reside in Hampton Roads, we are able to assist you, whether you live elsewhere in Virginia or throughout the United States. And while we specialize in assisting middle age, middle-to upper-class clients, we are able to assist those seeking increased confidense with their wealth or retirement management. So, whether you are growing your family, going through a divorce, or a pre-retiree planning for their golden years, Legacy Planning Group, LLC can help. We have over 26 years of experience in helping Military as well as Merchant Marines, particularly MEBA union members.
It is all about you, not the numbers.
As senior wealth advisor for Legacy Planning Group LLC, I will always act as a true financial advisor. And as a fiduciary, I go beyond being responsible for the suitability of my firm’s investment choices for my clients. Legacy Planning Group provides clients with the best advice they need and are 100% objective.
Who We Work With
Merchant Marine
As union members you have unique guidelines to follow and this is where I can help - since we are able to work with Benefit Plans on your behalf, you can let us do the heavy lifting ensuring all of your retirement paperwork is correctly completed.
Merchant Marines
I have been fortunate to work with Marine Engineers’ Beneficial Association (MEBA) members for almost two decades now and have helped dozens along the way. As union members you have unique guidelines to follow and this is where I can help since we are able to work with Benefit Plans in your behalf, so you can let us do the heavy lifting ensuring all of your retirement paperwork is correctly completed. We also work with Union members to correctly allocate their 401(k)’s or their Money Purchase Benefit Plans (MPB) for their individual situations. And remember that any mistakes by the member here could be a lifelong lasting one. You retire once I help members retire every year. So, click on the “contact me” tab and let’s sit down and talk!
Women in Transition
A woman in transition is a woman who is experiencing a significant change in her life. Whether it’s becoming a widow after the death of her spouse, divorce or separated.
Women in Transition
A woman in transition is a woman who is experiencing a significant change in her life, whether it’s becoming a widow after the death of her spouse, divorce or separated. During an already difficult time, the financial concerns of new widows or divorced women only add to your stress. At Legacy Planning Group, our focus is on your specific needs, even those that have nothing to do with dollars and cents. If you are recently widowed or divorced and need guidance, please schedule a free consultation. We would be honored to be by your side on your journey.
Financial Planning
Your investment portfolio is a critical piece of your financial life, but it should be managed in the context of your financial plan. Otherwise, you will never know if you are on track to achieve your financial goals!
Financial Planning
If you have no financial plan in place, you will end up somewhere.
The majority of my clients who first come to me have never had a comprehensive financial plan developed for them. Most of their advisors have focused solely on their investment portfolio and performance.
Your investment portfolio is a critical piece of your financial life, but it should be managed in the context of your financial plan. Otherwise, you will never know if you are on track to achieve your financial goals!
The financial planning process can help you clarify your Life’s goals and map out exactly how to pursue those goals. The planning process is also dynamic and ongoing. It’s not a one-time event. Once I work with my clients to develop their initial personalized financial plan, we reallocate the investment portfolio and adjust the savings strategy to align with the plan.
A good financial plan should be comprehensive, covering all areas of your financial life including taxes, investments, college and retirement planning, career transition, estate planning, insurance planning, cash flow analysis, and more. There are many pieces to your financial life making it much more complex than just your investment portfolio.
During challenging times like these, the tendency can be to make emotional decisions that are not in your best interest. Financial plans are designed to help you make better financial decisions during difficult times and put yourself in an improved financial position.
As the markets go up and down with volatility without knowing what is just around the corner is why it’s more important than ever to take action now.
If you would like to see if a financial plan is right for you just click “Contact Me” and schedule a free consultation. We would be honored to hear from you.
Doing Business, The Right Way.
We're Building Relationships, Not Transactions
We are committed to maintaining the highest standards of integrity and professionalism in every relationship with a client. We remember you are a person, not a number. To that end, you can expect the following when working together:
Organization
We will help you in getting your financial house in order at both the “macro” level of investments (e.g., insurance, estate, taxes) and the “micro” level of household cash flow.
Accountability
We work with you to prioritize your goals, show you the steps you need to take and regularly review your progress so you can follow through on achieving your financial commitments.
Objectivity
You get insight from the outside to help you avoid emotionally driven decisions in important money matters. We consult with you at key moments of decision-making, do research to find all the information you need, and manage and disclose any potential conflicts of interest.
Productivity
To anticipate your life transitions and be financially prepared for them, we regularly assess any potential life transitions that might be coming and create action plans to address and manage them ahead of time.
Education
We explore what specific knowledge is needed to succeed in your situation by thoroughly understanding your challenges and providing the necessary resources to facilitate your decisions, while explaining the options and risks associated with each choice.
Partnership
We will work in concert with you to help you pursue the best life possible, by clearly understanding your background, philosophy, needs and objectives. We collaborate with you and work on your behalf (with your permission) as we offer full transparency around our costs and compensation. We believe you should know what's in your portfolio and why. From our conversations to our reports, we communicate in a way that is simple, streamlined, and easy to understand.
Ramsey Solutions *