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Legacy Group Specialized Services:

Comprehensive Planning Solutions

We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:

Financial Planning
Retirement Planning
Estate & Trust Planning*

EXPLORE

Wealth Management
Fee Based Managed Accounts
Riskalyze

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Annuities
Disability Insurance
Life Insurance
Long Term Care

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Buy Sell Planning*
Business Succession
Executive Benefits

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*Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

What We Do

3D Planning Approach

Our planning philosophy is rooted in a process that ensures that decisions are made through a collaboration of financial, legal and accounting perspectives. This allows us to identify coordination gaps in your existing plans and new planning opportunities.

Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

Generational family taking selfie together while celebrating birthday
Uncategorized

Small Gifts – Big Impact: Why Annual Exclusion Gifting is a Great Estate Planning Tool

Thursday, November 17, 2022 By Jeff Velastegui, Founder of The Legacy Group, Personal Estate &…
Estate Planning strategies help older couples minimize estate and future inheritance taxes
Uncategorized

Estate Planning With SLATs Helps Clients Avoid Taxes, Yet Keep Control

Wednesday, August 31, 2022 By Jeff Velastegui, Founder of The Legacy Group, Personal Estate &…
Capital Gains Tax
Uncategorized

Are Your Mutual Funds Increasing Your Tax Bill? Don’t Let Capital Gains Tax Surprise You.

Monday, June 6, 2022 By Rob Capra, CFP and Jeff Velastegui, Personal Estate & Business…
Legacy Group Specialized Services:

Get In Touch With Us Any Time

We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:

LOCATIONS

Nassau
6800 Jericho
Turnpike
Suite 202W
Syosset, NY
11791

Suffolk
1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788

Queens
2112 Broadway
Astoria, NY
11106

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