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Building and Preserving Wealth Across Generations

Through a holistic strategy, we help you live a life of greater confidence, choice, and financial freedom through comprehensive financial planning.

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Through a holistic strategy, we help you live a life of greater confidence, choice, and financial freedom through comprehensive financial planning.
learn more

what we do at the legacy group

We Start With Why

We believe effective financial planning is deeply personal—it’s about understanding your story, your goals, and the legacy you want to build.

Building and Growing Your Wealth

Tax Planning and Optimization

Shielding and Preserving Your Legacy

Life Transition Planning

our process

3-Dimensional Planning Approach™

Our planning philosophy is built on collaboration, bringing together financial, legal, and accounting expertise to make well-rounded decisions that truly serve your goals. By working together, we uncover any gaps in your current plans and identify new opportunities to strengthen your financial future.
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personalized financial planning

Holistic Planning Strategies

Rooted in Long Island and the NYC Metro area, we take a personalized, multi-faceted approach to create a tailored roadmap that brings your goals, vision, and aspirations to life.

Personalized Financial Planning

  • Personalized financial planning that evolves with your goals and life stages
  • Integrated services across investing, estate planning, tax mitigation, and more
  • Collaborative guidance from a multidisciplinary team working alongside legal and tax experts

Investment Management

  • Portfolios designed around your goals, values, and timeline
  • A disciplined focus on asset allocation, diversification, and managing risk
  • Personalized guidance to adapt your strategy as life and priorities change

Retirement Planning

  • Personalized planning that aligns with your lifestyle goals and timeline
  • Integrated strategies for retirement income, Social Security, and taxes
  • Guidance to navigate key decisions and transitions with clarity

Estate Planning

  • Thoughtful strategies to transfer wealth and honor your wishes
  • Coordination with your legal team to address risks, taxes, and family needs
  • Tailored planning for business owners and blended families

Business Planning

  • Employee benefits and compensation strategies to support retention
  • Buy-sell agreements that address ownership transitions
  • Succession planning aligned with your business and personal goals

Risk Management

  • Evaluation of annuities for tax-deferred income streams in retirement​
  • Assessment of disability insurance to help protect against income loss​
  • Analysis of life and long-term care insurance to support financial stability

Special Needs Planning

  • Guidance on trusts, government benefits, and guardianship considerations
  • Financial strategies tailored to support lifelong care and housing needs
  • A collaborative, person-centered planning process focused on quality of life

*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.

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Get In Touch With Us

Nassau

88 Froehlich Farms
Suite 320
Woodbury, NY 11797

Suffolk
1393 Veterans Memorial Hwy
Suite 307 S
Hauppauge, NY 11788
Queens

2112 Broadway
Astoria, NY 11106

Reach out today to start planning your financial future with confidence.
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