Robert Brown has lived in Omaha for over 30 years. Robert is the president (and registered investment advisor representative) of Legacy Estate Planning Group, Inc. He is also the president of Legacy Wealth Strategies, L.L.C., and is the principal attorney with Brown Law Offices in Omaha, Nebraska. Robert has been a licensed life insurance agent since 1993 and a licensed attorney in the state of Nebraska since 1992.
Mr. Brown has nearly twenty-five years of combined experience in law, insurance and business management within the private and public sector and has concentrated his practice in estate/business planning and corporate and Elder Law advising since 1995. He is also a member of the financial industry's prestigious Million Dollar Round Table Organization, for industry leading financial advisors providing superior service to their clients since 2005.
Mr. Brown has nearly twenty-five years of combined experience in law, insurance and business management within the private and public sector and has concentrated his practice in estate/business planning and corporate and Elder Law advising since 1995. He is also a member of the financial industry's prestigious Million Dollar Round Table Organization, for industry leading financial advisors providing superior service to their clients since 2005.
Services
Boasting over 26 years in the financial industry, Wayne brings invaluable institutional experience and in-depth knowledge of the private client market to Gradient Investments, and offers a global investment management perspective. Wayne is an essential and direct resource for affiliated investment advisors and their clients.
Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.
After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs and retirement goals - and create a plan that is unique to your situation.When you hire us to plan for you, we don't work for an insurance company or a particular money manager, we work for you.
After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs and retirement goals - and create a plan that is unique to your situation.When you hire us to plan for you, we don't work for an insurance company or a particular money manager, we work for you.
Many people perceive trusts as a complex subject better left to their attorney. When stripped of all its "bells and whistles, " however, a trust can be viewed simply as a contract, wherein a grantor agrees to transfer assets to a beneficiary, or multiple beneficiaries, who then receives the assets as stipulated in the contract.
Arriving at the retirement destination of your dreams doesn't happen by accident. In fact, for most retirees, it doesn't happen at all. According to Statistic Brain, out of every 100 people who start working at the age of 25, only five will be financially independent by the time they are 65 years old.
At Legacy Estate Planning Group, Inc. we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon and income needs.
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