WHAT WE DO

PERSONAL SOLUTIONS

Dody Legacy Group LLC provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their welath through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below:

  • Estate & Legacy Planning

  • Investment & Wealth Management

  • Retirement & Income Planning

  • Protection & Long Term Care

  • Life Insurance Solutions

  • Medicare & Health Protection

BUSINESS SOLUTIONS

Here at Dody Legacy Group LLC, we offer a wide array of services to help business owners address their financial needs at every stage of the life cycle. Taking into account their personal values and financial goals, we create and execute customized plants to help entrepreneurs meet their objectives. Some of our key business services are listed below:

  • Succession Planning

  • Fund Buy-Sell Agreements

  • Employee Benefits

  • Executive Benefits

  • Funding Deferred Compensation

  • Key Employee Insurance

dody legacy group is able to help farmers, as we understand what makes farmers different & how to best approach the future.

FARM PROTECTION

Landowners, agribusinesses, and farmers alike all need specialized opinions when it comes to managing their money and protecting their assets. Our goal is to tailor every plan to the needs and goals of the individual in such a way that they feel confident in the years to come.

Not only do farms contribute greatly to the American economy, but they also protect our food and continue the growth of each crop in a natural and effective way. Dody Legacy Group wants to play our part in continuing the art of farming, for both the individual and the nation's sake.

OUR 6 STEP PROCESS

We understand the things that are important to you. And our relationship with you and the process for securing your future begins right there. At Dody Legacy Group LLC, we put not only our own considerable experience to work on your behalf, but we also leverage our strategic resources to bring you the knowledge of professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Step 1: Review
Step 2: Analyze
Step 3: Develop
Step 4: Coordinate
Step 5: Implement
Step 6: Summary
process wheel