Legacy Estate Planning Group, Inc.

Building Relationships

through honesty, integrity and service

Our Goal is to Provide You With Financial Freedom

using ethically sound retirement strategies

Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

Helping People Develop Strategies

to minimize tax costs

Financial Solutions
Estate Planning
Life Insurance
Investment Management
Tax Planning

LEGACY Estate Planning Group, Inc.

At Legacy Estate Planning Group, Inc., our goal is to be our clients’ trusted advisor and to be able to handle all aspects of the estate and financial planning process from start to finish. As true legacy planners, and a comprehensive wealth management firm, we concentrate in estate, business and retirement planning for baby boomers, seniors and retirees. We understand that our clients’ most important financial and estate planning goals are to make certain that their wishes are followed with the least amount of turmoil, outside involvement and taxes.

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We’re Still Here

Now offering virtual meetings for your convenience and as an added safety measure

A Better Way of Life for Baby Boomers, Seniors and Retirees

Financial Solutions

Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships ...

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Investment Management

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals ...

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Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement ...

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Our Location

Legacy Estate Planning Group, Inc. 900 S. 74th Plaza, Suite 101 Omaha, NE 68114
P: (402) 614-9489 F: (402) 614-0407 robert@lepginc.com

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Legacy Estate Planning Group, Inc. | Phone: 402.614.9489 | Omaha, NE | View our ADV II All written content on this site is for information purposes only. Opinions expressed herein are solely those of Legacy Estate Planning Group, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Legacy Estate Planning Group, Inc., a Registered Investment Advisor in the State of Nebraska. Insurance products and services are offered through Legacy Wealth Strategies, L.L.C. Legacy Estate Planning Group, Inc. and Legacy Wealth Strategies, L.L.C. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Nebraska or where otherwise legally permitted. Legal services offered through Brown Law Offices, P.C., L.L.O. Legacy Estate Planning Group, Inc., Legacy Wealth Strategies, L.L.C. and Robert Brown is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.