Purposeful Planning™

At Legacy Planning Group, we consider that Purposeful Planning™ occurs when: An advisor who is willing, caring and qualified to provide planning services connects with a client who truly desires planning and is willing to do the hard work it requires; implementing a process both are committed to, over time, revisited with regularity, through good and tough times, increasing clarity of insights and a higher probability of achieving what’s most important to you. — Jerry Black, Founder & Managing Principal


Wise Counsel

The purposes of a man’s heart are deep waters, but a man of understanding draws them out.
Proverbs 20:5

It takes two to speak the truth: one to speak, and another to hear.
Henry David Thoreau

Chart image adapted from Kingdom Advisors.

 

 


Lasting Relationships

Our clients tell us that their expectations of what we provide and how we provide have changed and deepened as the relationship grows over time. Beginning with a financial plan and investment management based on a client’s personal values, goals and life circumstances; our counsel expands as needed to include leadership through troubled times, motivation and direction as new goals emerge, encouragement and celebration as new milestones are reached.

Reflecting our commitment to lasting relationships, Legacy has a 98% client retention rate.

 

 


Continuity

Life changes; plans change. A financial and life plan is only as effective as it is current. We review your plan annually, consider your goals and circumstances and adjust accordingly.

Our planning process transcends traditional estate planning by identifying potential dangers and opportunities to reflect your values. When possible, we like to meet with your adult children or heirs to ensure your legacy extends to the next generation.

 

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