National Legacy Group

Message from the President

Welcome to our website and welcome to National Legacy Group.

Our competitive advantage, in a word, is our resources.

Drawing upon an extensive network of professionals throughout the greater metropolitan area, as well as the companies our associates represent, we are able to provide innovative solutions to complex problems, excellent service, and a broad spectrum of financial products.  We strive to be resourceful and we are committed to living up to your expectations.  Through the collaborative efforts of advanced sales attorneys, investment managers, pension administrators and insurance underwriters, we are able to provide a comprehensive understanding of your financial needs in an ever-changing financial world.

We take our business and your trust in our business sincerely.

Thank you for visiting our website.

Jim Pierce

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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