The Money MD

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23131 N Lake Pleasant Pkwy
Peoria, AZ 85383
+1 (623) 399-6180
http://themoneymd.com

Legacy Plan is a boutique financial planning firm based in Peoria, AZ, offering personalized investment and financial planning services throughout the United States. With a focus on tailored solutions for each client's unique financial goals and objectives, Legacy Plan emphasizes the importance of a comprehensive financial plan as the foundation of their client relationships.

Founded by Rich Groff, Legacy Plan prides itself on a proactive and client-centric approach to wealth management, providing customized asset allocations and tax-sensitive investment strategies to help clients achieve their financial objectives with the least amount of risk. With a commitment to monitoring and measuring portfolios to ensure clients' long-term financial success, Legacy Plan aims to provide peace of mind and financial security for individuals, families, and businesses nationwide.

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