Our Services

At Legacy Estate Planning Group, Inc., our goal is to be our clients’ trusted advisor and to guide throughout all aspects of the estate and financial planning process from start to finish.

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Contact Info

Address:900 S. 74th Plaza, Suite 101 Omaha, NE 68114
Phone:402-614-9489Opens in your application
Email:robert@lepginc.comOpens in your application

Our Services

Investment Management
Assets & Risk
Enhanced Planning
Insurance Solutions
Income Planning
Social Security Maximization
Tax Strategies
Generational Vault

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Our Services

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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. 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., an affiliated company.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nebraska or where otherwise legally permitted. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Legacy Estate Planning Group, Inc. and Legacy Wealth Strategies, L.L.C. are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.