Family Legacy Planning

23131 N Lake Pleasant Pkwy
Peoria, AZ 85383

Family Legacy Planning LLC, founded by Rich Groff II, is a financial planning and investment management firm dedicated to addressing the unique needs of entrepreneurs and wealthy individuals across the USA. With a focus on proactive investment management, advanced estate planning, and charitable giving strategies, the firm emphasizes building long-term relationships through personalized service.

Rich Groff, a certified financial planner and third-generation financial advisor, leads a team committed to understanding clients' goals and concerns. By limiting their client intake to a select few annually, Family Legacy Planning ensures that each client receives focused, high-quality service tailored to their financial aspirations.

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