Your financial life is a constant evolution. From paying back your student loans to getting married and buying a home; from raising children and providing their education to insuring a successful retirement plan. Not only does your personal situation affect your financial situation, economic and tax law changes can also affect your financial well being. This can make financial planning even more complex. When you choose us for your financial planning, you will benefit from a team of advisors who will be with you every step of the way to develop a financial strategy.

At Legge Group, we have the tools and the expertise to handle a wide range of financial needs, including:

• Retirement
• Investments
• Life events

• Estate Planning
• Tax Planning

It is never too early to start preparing for significant life events, both the predictable and the unpredictable. The decisions you make today, will affect your life tomorrow. With a thorough understanding of your financial situation and by working together, we can customize a plan that addresses your immediate needs as well as your financial goals for the future. If you are in the Fredericksburg area and are in need of sound financial advice or have questions about financial planning fees, give Legge Group a call today. We have helped many people in and around Fredericksburg turn their financial dreams into a reality and we are looking forward to the opportunity to serve you as well.

You may have several financial goals in mind, such as retirement, education of your children, and or assisting in the care of older relatives or loved ones. Allow Legge Group to be your source and sounding board. Our mission is to provide you with the information, tools and access to other business professionals, you need to help you make informed decisions about your finances. Combining our many years of experience in the financial services industry with our expansive knowledge of today’s ever shifting marketplace, we can help you navigate the road to financial security.