Professional Financial Planning - Legacy Capital

LEAD A LEGACY

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All The Possibilities

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welcome

Legacy Capital is a wealth management firm that works with individuals, families, executives and business owners in accomplishing their financial goals and helping them lead a family legacy.Legacy Capital is headquartered in The Woodlands, Texas and works with families across the globe.

LEAD A LEGACY

ABOUT US

OUR SERVICES

We are here for all of life's amazing adventures

Adventure

CHOOSE YOUR

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Develop portfolio strategies tailored to your specific needs based on your risk tolerance.

Investments

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We provide guidance and work with an Estate Attorney to pass down your legacy as you intend.

Estate Planning

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Create tax-efficient strategies and work with your accountant to streamline reporting.

Tax Strategies

Business Formation

Work closely with business owners as they start a new venture or as they transition on by providing guidance on what it takes to maximize their time and effort.

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Retirement

Help individuals prepare for retirement by creating a cash flow analysis, selecting an investment strategy and maximizing their Social Security and Medicare benefits