Products and services. Aligned with your VISION.

Dedicated Planning Services. Managed Accounts. Retail Brokerage. Mutual Funds. Annuities. Life Insurance. Disability Income Insurance. Long-Term Care Insurance. Employer Sponsored Investments. Tax Planning. Estate Planning.

The fact is there are so many different solutions available to clients today. It can be overwhelming. Our team takes pride in helping you choose solutions that address what matters most to you. Over many years of working with clients, we have refined a process to help our clients gain the clarity and understanding they need to make important financial decisions. 


College Financial Aid Planning

College Financial Aid Planning can be easy! 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.

Get your FREE Personalized College Money Report Here

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

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.

What We Offer

Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.



Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.