Our Firm

At National Legacy Group, our associates assist clients in establishing financial, retirement and estate planning strategies.

By applying appropriate designs, keeping abreast of changes in tax law and selecting quality insurance and investment* products, we help our clients protect their families and businesses, reduce their tax liability and pursue their investment* and asset accumulation goals and objectives. Together, we analyze, design and implement programs that address each of their unique concerns.

We work primarily with closely held business owners, professionals and families, and we provide a full range of investment*, trust, and insurance services.
 

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  National Legacy Group is independent of Equity Services, Inc.