Welcome to leaving legacy management group

Plan today for your future tomorrow

Plan, Invest, Save

Let’s build a plan that works for YOU

At Leaving Legacy Management Group, we understand that financial and estate planning can feel overwhelming and complex. That’s why we strive to simplify the process for our clients, making it accessible and easy to understand.

Our Approach

Our proven workflow

Welcome to Leaving Legacy Management Group, where financial empowerment and secure estate planning go hand in hand. We understand that achieving your financial goals can sometimes feel overwhelming, and that’s where our expert financial coaching and estate planning services come in.

 

Take our estate plan stress test quiz to assess the state of your current estate plan and identify areas that may need attention or improvement.

Analyze

Our approach begins with a thorough analysis of your important information. We understand that your financial well-being and estate planning needs are unique to you, and we tailor our services accordingly.

Plan

With the insights gained from our analysis, we develop a customized plan that simplifies the steps you need to take to achieve your financial and estate planning goals. We break down complex concepts into easy-to-understand terms, ensuring that you have a clear roadmap to follow.

Manage

We regularly review and monitor your progress. We help you stay on track and make adjustments as needed. We provide ongoing support and guidance, ensuring that your financial and estate plans are always up to date and in line with your evolving needs.

Services

Financial & Estate Planning

At Leaving Legacy Management Group, we believe that everyone deserves to feel confident and in control of their financial future. Whether you’re just starting your journey towards financial stability or looking to protect and grow your wealth for future generations, our team of skilled professionals is here to guide you every step of the way.

With our personalized financial and estate coaching, we take the time to understand your unique financial situation, goals, and dreams. Our experienced coaches will work closely with you to develop a tailored plan that fits your needs, whether it’s budgeting, debt management, investment strategies, or retirement planning. We provide the knowledge, tools, and ongoing support to help you make informed decisions and achieve lasting financial success.

In addition to our comprehensive financial coaching services, we specialize in estate planning to ensure that your hard-earned assets are protected and distributed according to your wishes. Our estate planning experts will help you navigate the complexities of wills, trusts, probate, and tax considerations, offering peace of mind knowing that your legacy is secure.

I just wanted to say thank you for helping me and my family get our life together, literally and figuratively. You helped us understand our life insurance policy options and what would be best for our family. The process was informative, professional and personal which is appreciated. Thank you!

Tiffany Thomas

FAQ

Frequently Asked Questions

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Take the First Step Towards Financial Freedom!

Ready to embark on your journey towards financial freedom and peace of mind? Contact us today to schedule a consultation with one of our dedicated financial and estate planning coaches. Together, we will create a roadmap for your financial success and ensure that your estate is planned according to your wishes.

Don’t wait any longer—take control of your financial future today with Leaving Legacy Management Group. Let us be your trusted partner in achieving your goals!

Contact Us Today!

E-Mail: LeavingLegacy@outlook.com