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Legacy Estate Services, LLC

Our mission is to bring honesty and integrity to estate and financial planning issues that make sense to our clients.

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We have provided services to well over 1000 clients in the state of Indiana.

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                                   Providing

         Retirement & Family Protection Planning

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         Our Core Beliefs:

 

  • Everyone can benefit by having a legal estate plan designed to meet his or her specific needs.

  • Everyone can benefit by having a proper financial plan tailored to meet his or her retirement needs.

  • Never invest anything in the stock market that you can't afford to lose.

              Our Services:

  • Asset Protection & Preservation

  • Estate Tax Reduction or Elimination

  • Wealth & Estate Transfer Planning

  • Individual & Family Trust Planning

  • Final Expense Insurance

  • Safe Money - Annuity Strategies

1-855-209-3748

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      Legacy Estate Services, LLC

*Legacy Estate Services, LLC is not a lawyer or a law firm and cannot provide legal advice.   All legal services are provided by Licensed Independent Attorneys.

 

*Legacy Estate Services, LLC is not a tax adviser and cannot provide tax advice.   All tax advice is provided by Licensed Independent CPA's.

 

*Legacy Estate Services, LLC is not an investment adviser.   All securities advice is provided by Licensed Investment Adviser Representatives for brokerage and securities services.