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)