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Tax Planning

<strong>Design it.</strong>

Design it.

No one likes taxes, but our resources at Legacy Capital can help ease that burden. Picking certain charitable contributions, life insurance policies, and investment products can all be useful tools in an effective tax strategy.

<strong>Build it.</strong>

Build it.

Our connections at Legacy allow you to customize your tax plan with a variety of services. Working together, we will consider your personal situation and design a tax plan that fits your needs. Schedule a meeting with us today!