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 2014 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.