Wealth Management Legacy Planning Group

Wealth Management Legacy Planning Group

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SerdenID : PRO-20251103-13649

About Company

The Legacy Preservation Group is a Cheyenne, Wyoming–based firm providing wealth management, estate planning, legacy protection, and financial planning services designed to secure assets today and ensure efficient distribution to heirs in the future. The company emphasizes strategies such as infinite banking to position money as a reusable, tax-advantaged capital asset, alongside personalized guidance that incorporates tax-saving approaches, creditor protection, and values-based planning. Through education resources and an affiliation with BetterWealth, we equip clients with tools and knowledge to make informed decisions, offering tailored roadmaps that align financial strategies with individual goals and long-term family priorities.

Service Category

Financial Planner

Area Served

Albuquerque

Contact Info

Address

6301 Indian School Rd NE suite 670, Albuquerque, NM 87110

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