Our Firm

For over 35 years, Dody Legacy Group LLC has worked with individuals, families and businesses to provide peace of mind through their financial wellness. We are proud of the lasting relationships we’ve built with our clients – relationships earned through trust and built on our commitment to putting clients first.

Through our strategic planning, we are able to provide measurable value to each client’s specific circumstances. We are committed to helping you meet your goals today, but more importantly, for tomorrow!

Newsletters

  • Stretch IRA Alternatives

    The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

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