Wealth Manager
CurrentThe mission of Legacy Capital Planners, LLC is to provide advice so that our clients have greater confidence knowing their strategies are consistent with their values and financial objectives. Our primary focus is to help provide our clients with solid, easy-to-understand financial and estate planning guidance. We believe it is crucial for today’s retirees to understand how to protect their assets from excessive taxation, probate costs, medical expenses and a vacillating stock market.Legacy Capital Planners was founded with the goal of helping retirees protect their wealth. We are public speakers for many retirement groups around the metro Washington, D.C area. With focus on financial and tax planning, maximizing retirement dollars and elements of estate planning, we have helped thousands of families achieve their retirement goals.DisclosuresInvestment advisory services offered through Milestone Asset Management, LLC (MAM), are registered investment advisors. MAM and Legacy Capital Planners, LLC are independent of each other. Insurance products and services are not offered through MAM but are offered and sold through individually licensed and appointed agents.
