Legasure | Financial Planning | Retirement Planning

Innovative Solutions for Wealth Preservation

South Florida’s Leading Financial Advisor

Headquartered in Boca Raton, Florida and serving clients nationwide.

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.

The Legasure Value

Through our comprehensive approach, clients engage in an integrated process that addresses all aspects of their tax planning needs, ensuring optimized outcomes for their financial legacy.

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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

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

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