Wealth Legacy Group specializes in assisting privately held business families plan for the pre-transition & post-transition issues of wealth, risk reduction, business growth & succession, and legacy. With a fee-based approach, the Wealth Legacy Assessment™ is a tool that provides comprehensive guidance rather than promotion of financial products. The Wealth Legacy Assessment™ allows clients to have peace of mind knowing that their actions are aligned with their goals, and that we are putting their best interests first.

As our gift to you, we would like to make available the attached 2016 Key Financial Data card.  It is a handy reference containing all the key items that affect one’s personal finances, including tax brackets, thresholds, limitations and exemptions, and much more.

Latest Articles

Is Giving Thanks Once A Year Enough?
| |

Gobble, gobble. Thanksgiving is a core American holiday where many get to spend quality time with their friends, family and loved ones, maybe watch some football on T.V., enjoy a home-cooked meal – and all this on a weekday! For … Read More

Paying It Forward Never Goes Out Of Style
| |

  Several weeks ago, a client asked how he could best help a grandchild with their college expenses, which prompted this month’s Imagine That! newsletter.  Whether your intentions are to help pay for an education, a wedding, a home or … Read More

A Lifetime of Inspiration & Legacy….
| |

When was the last time you got so much positive news – on the TV, internet, radio, etc. that you just threw your hands up and said, “That’s it. I just can’t take any more positive news.”  Has that happened … Read More