The Legacy Funding Group - Estate Planning Advisors

For-Seniors.org recommends The Legacy Fund Group (www.the legacyfundinggroup.com) as a highly competent resource for seniors who have legacy gift questions, insurance, life settlement and estate planning needs.

ABOUT THE LEGACY FUNDING GROUP

The Legacy Funding Group is a national wealth management organization working with wealth individual donors, major charities, ministries and non-profits to establish long-term legacy gifts through professional estate planning.

In senior communities across the country, legacy planning activities are too often hit and miss topics among seniors.  The Legacy Funding Group works carefully with both the charity and non-profit management teams and individual donors.

The primary objective of The Legacy Funding Group management team is to fully protect the donor family’s needs and lifestyle and simultaneously allow donors to extend their influence for generations and provide charitable legacies whose impact can’t be measured.

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LEROY MATTICKS

As VP of LEROY MATTICKSFor more than 13 years, LeRoy has demonstrated leading edge thinking as a highly successful Financial Advisor. He has worked with firms such as The Stanford Group and UBS Financial.

LeRoy is a recognized speaker and seminar presenter in the greater Denver area implementing innovative financial and estate planning strategies for wealthy individuals and families and developing lasting charitable legacies.

As the estate plans for affluent investors has grown more sophisticated, LeRoy continues to incorporate more advanced estate and financial planning strategies into his seminars and personal cases by utilizing top notch CPA’s and attorneys to provide further counsel and insight into his planning approach.

LeRoy has developed a proven niche working with affluent clients, charities and non profit groups to create an integrated solution to personal estate planning needs while incorporating proven strategies for charitable giving.

Beyond the passion he has for work, LeRoy has competed in IRONMAN triathlons around the world. He also serves on the board directors of Whiz Kids, Inter-City School, and is the Vice-President of the Denver Leadership Foundation.

JULIAN LIND

As VP of Sales Operations, Julian leads the development and implementation of the firm’s sales programs and systems to ensure long term customer satisfaction.

Julian started his career in the financial services industry at the MERRILL LYNCH trading desk over 10 years ago. His desire for a more personal relationship to his clients led him to become a Financial Advisor working with The Stanford Group and UBS.

Julian developed a close relationship with LeRoy Matticks as each advised and educated a growing client base with a wide range of investment products including stocks, mutual funds, annuities, and life insurance. Both clients and peers in the industry considered Julian adept in the design and implementation of creative estate and planning solutions.

Recognizing the lack of properly trained and competent advisors in the estate planning arena led LeRoy and Julian to become independent and form the Altus Group, a financial services consulting firm.

Altus Group has developed a proven reputation in the design and implementation of customized innovative estate planning and gifting techniques for charities. In addition, they work with prominent brokerage advisors in firms such as UBS, Raymond James, and Morgan Stanley to work through their client’s estate planning needs.

CONTACT: THE LEGACY FUNDING GROUP AT:  Info@TheLegacyFundingGroup.com