Let us help you put your plans in motion!

The road of life is a busy one. We would love to help you navigate toward your goals while avoiding any roadblocks or derailers you might face along the way. Driven by your goals and values, we'll draw on the experience and expertise of our team to help you map out a path to a more secure financial future. With our guidance, you can get back to enjoying the journey with peace and comfort.

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Dedicated Planning Services

Our refined 5-step planning process can help bring clarity and comfort to your financial plan.

 

The Steps:

1.     Organize

2.     Visualize

3.     Prioritize

4.     Strategize

5.     Optimize

 

Our Vision:

Having confidence in your financial goals is invaluable. What we've learned is that for every financial decision our clients make, there is a purpose behind it. Our vision will key in on your purpose.

 

When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS

 

Our Process:

While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-step planning process to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.


For a complimentary planning session, please contact us via the form below or by calling our office number listed at the bottom of this page. OR, book online using one of the following links:


Book a Meeting in Rice Lake with Legacy Planning Group


Book a Zoom Meeting with Legacy Planning Group

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College Financial Aid Planning

Manage the stress of college selection and help make the right financial choice with 5 KEY STEPS:

  1. Understand how much colleges think you can afford.
  2. Know how much your family can afford.
  3. Find the schools that will give you the most free money, regardless of your income.
  4. Understand your total out-of-pocket college costs.
  5. Strategize and learn how to cover the funding gaps.

Contact us today to learn more about our college financial aid planning services and to receive a FREE Savvy Parents’ Guide to Cutting College Costs. OR, book a complimentary meeting using one of the following links:


Book a Meeting in Rice Lake with Legacy Planning Group


Book a Zoom Meeting with Legacy Planning Group

To learn more about the privacy of your information, visit our privacy policy.

Rice Lake Office

Phone:
715-234-2834
Fax:
877-206-2112

Hours

M – F: 9 a.m. – 4 p.m.