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  • Financial Independence Analysis
  • Tax-Enhanced Investments*
  • Charitable Remainder Trusts
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    Planning
  • Risk-Managed Equities*
  • Private Placements*
  • Private Foundations
  • Living Trusts
  • Private Commercial & Construction Lending
  • Incentive Stock Option Optimization
  • Supporting Organizations
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  • Non-qualified Option Optimization
  • Donor Advised Funds
  • Insurance*
  • Private Placements*
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  • Irrevocable Life
    Insurance Trusts
  • Equity REIT's*
  • Intentional Grantor Trusts
  • Insurance & Annuities*

 

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* Securities offered of NFP Securities, Inc.(NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Legacy Capital Group California a Registered Investment Advisor. Legacy Capital Group is a member of Partners Financial, an affiliate of NFPSI. Legacy Capital Group and NFPSI are not affiliated. NFPSI does not provide legal or tax advice.

This site is published for residents of the United States only. Registered representatives of NFPSI and Investment Adviser Representatives of Legacy Capital Group California may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.
Planning Process