My Legacy Group Employee Directory

AccountingFlorida, United States0-1 Employees

Based in Weston, Florida, My Legacy Group operates as a small, sole-practitioner firm in the accounting field with a focus on insurance and financial services. The firm emphasizes delivering a complete view of a client’s finances, aiming to show how retirement assets interact with other wealth components to shape a strategy. It coordinates with tax professionals or attorneys in its network to tailor guidance on distinct aspects of financial planning.

Its client base includes individuals across Florida seeking guidance on retirement income, asset growth, and preserving wealth through estate planning and protection strategies. The portfolio of services spans retirement income planning, wealth accumulation, asset protection, tax efficiency, long-term care considerations, and inheritance and legacy arrangements, including trusts, life insurance, and annuities. The firm also facilitates connections with other professionals to support specific components of a financial plan.

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