Services

DeLegge Wealth Planning is proud to offer you a full array of custom tailored plans.

The following list is just a sample of our comprehensive services. We encourage you to contact us for more information and to discuss your particular needs.

Executing written financial and retirement plans

401K, 403B, 457, and other retirement plan rollovers

Roth IRA Conversions

Retirement income and Social Security income maximization

Optimized pension plan distribution strategies

Asset and estate protection strategies

Life insurance funding strategies

Trusts and wills (Prepared by a licensed attorney)

Tax Preparation and audits (Prepared by a licensed CPA)