Legacy Care Wealth, LLC is a family-focused financial planning practice based in New Jersey, serving clients nationwide. They specialize in developing goal-based financial plans that capture current and future financial circumstances, helping individuals, couples, and families make informed decisions about their financial futures. With a comprehensive approach that includes financial planning, investment management, savings and budgeting models, tax efficiency planning, goal planning, and risk analysis, Legacy Care Wealth is dedicated to maximizing wealth and helping clients reach their life goals.
With a commitment to customized service and independent advice, Legacy Care Wealth stands out in the industry. They have been featured in reputable publications and websites such as Kiplinger, CNBC, U.S. News World Report, NerdWallet, and Forbes. President Danna Jacobs has also been a guest on popular podcasts and a speaker at industry conferences, showcasing the expertise and credibility of Legacy Care Wealth in the financial planning field.
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