Legacy Capital Planners, LLC

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on financial wellness, as well as other issues that are critical to your financial well being.

At Success Financial Group, we recognize the significance of your financial aspirations. Our tailored guidance is designed to assist you in achieving your unique goals, whether it's buying your dream home, planning for retirement, or securing a legacy. With our expertise in financial planning, we're dedicated to helping you navigate towards your dreams with confidence and clarity. Please note our other location at AMG Building 800 East Ellis Road Suite 203, Muskegon, MI 49441