Getting Started

If you would like to get started, all you need to do is call our office to speak with one of our advisors.  We will guide you through a brief discussion to determine how you may benefit from engaging in a relationship with Legacy Planning Group.  At the end of the discussion, we will set an initial meeting date if we determine it to be mutually beneficial. The initial meeting is considered an interview with no obligation and is free of charge.

During your initial meeting, we will guide you through a Financial Roadmap^® which facilitates discussion regarding what’s important about money to you, uncovers goals that are meaningful to you and that require money and planning to help achieve, and reviews your current financial reality.

In order for your initial meeting to be beneficial to you, and so that we can adequately prepare and have a good understanding of your current financial situation, please download, complete and return via email or fax the Data Gathering form which contains pertinent information to facilitate the discussion. In addition, please email or fax as many of the documents listed on the cover page of the Data Gathering Form at least 4 days prior to your meeting. 

Data Gathering Form