At Legacy Wealth Transitions we provide a tax efficient financial, business and estate planning system. Our comprehensive strategies cover tax planning and preparation, advanced estate plans, financial plans, legacy plans from formation to fruition and business consulting for optimal wealth building results. Legacy Wealth Transitions will help you grow, protect and transfer the maximum amount of wealth.
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Our executive consultants are educated with a wide array of degrees and licenses from PhD, MBA, Masters of Financial Planning and Tax, Enrolled Agents (EA) specializing in various areas of taxation and licensed to practice before the IRS in tax preparation and planning nationwide as well as the Certified Estate Planner® (CEP) expertise in working with individuals, families and businesses with the formation of tax based plans and wealth transitioning strategies creating optimal financial results and lasting legacies.
Contact us for a FREE one hour consultation virtual meetings, in person or via telephone 619-955-7422