Legasure | Financial Planning | Retirement Planning

South Florida’s Leading Advisor for Retirement Planning

Headquartered in Boca Raton, Florida and serving clients nationwide.

Our team members have:

Decades of experience in financial planning

Advised thousands of families*

Saved our clients billions of dollars*

Innovative Solutions for Wealth Preservation

Legasure is a financial advisory firm founded to provide bespoke, comprehensive tax and wealth preservation solutions tailored specifically for high net worth and ultra high net worth individuals.

We understand the complexities of managing significant wealth and are dedicated to addressing both immediate tax preparation needs and long-term strategic tax planning.

Our comprehensive approach ensures optimized outcomes for your financial legacy.

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Legasure assists our clients with a suite of services

Financial Planning

Tax Preparation

Charitable Tax Planning Strategies

Roth IRA Conversion Strategies

Tax Planning Services

Small Business Strategy Development

Social Security Taxation Reduction

401(k) Strategies

Wealth Management

Estate Planning

Our Latest Insights

Are You Ready for Retirement?

Find out how ready you are for retirement with our instant retirement readiness assessment

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The Retirement Readiness Assessment Preview

* Estimate based on the extensive careers of our team and those they have trained.

Let’s discuss how we can help protect your wealth and secure your legacy.

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VISIT OUR HEADQUARTERS

Legasure LLC | 851 Broken Sound Parkway NW, Suite 280, Boca Raton FL 33487
Phone: (561) 367-5330 | Email: info@legasure.com

Nothing contained in this message is intended or written to be used, nor may it be relied upon or used, (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended and/or (2) by any tax payer to file his or her federal income tax return and/or (3)by any person to support the promotion or marketing of or to recommend any Federal tax transaction(s) or matter(s) addressed in this message. Forward-looking Statements and Dated Information: Press releases, conference calls, SEC filings and other financial news and informational items posted on, or accessible from, this email are presented for historical purposes only. Each such item was released or published as of the date indicated on such items, which, in some cases, was substantially in the past, and reflected management views about the subject matter of the item as of that date. Certain matters discussed in these items, including any statements that are predictive in nature or concern future market or economic conditions, business or prospects, or our future plans of action or their expected results, are “forward-looking statements” made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based largely on expectations and beliefs, at the time they were made, concerning future events that are subject to substantial risks and uncertainties. Actual results often differ materially from those expressed or forecasted in forward-looking statements. We do not undertake any obligation to update any factual, historical or forward-looking statements on our emails, except as required by federal securities laws, and you need to read such items with that in mind. No offer or solicitation to buy or sell securities or securities derivative products of any kind, or any type of trading or investment advice, recommendation or strategy, is made, given or in any manner endorsed by Mutual Trust Co Of America Securities. Past performance, whether actual or indicated by simulated historical tests of strategies, is no guarantee of performance or future results.