Retirement, Financial and Estate Planning

The Wright Legacy Group, LLC. is an Independent Registry Investment Advisory Firm. Our aim is to provide security and confidence for your financial future.

We will work with you to determine your financial needs, help you set goals, and implement a strategy that will allow you to look toward the future with confidence.

Learn more about our service areas below or contact us for a free consultation.

Retirement Planning

Create your own pot of gold with a Roth or Traditional IRA. Fill in the financial gap with our Medicare Supplement Plans and ease your mind by planning for long-term care now, so you can afford it later.

 

Financial Planning

With our money management services and annuities, we will work together to map out a financial strategy. We utilize the best stocks, exchange traded funds and market accounts to grow your wealth.

 

Estate Planning

Protect your family with a Life Insurance policy that you can count on. We can also help you set up a Trust so that you can privately and efficiently transfer your estate to your loved ones or a charity of your choice.