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My Legacy Estate Planner

My Legacy Estate Planner Revenue

Financial ServicesFlag of USArlington Heights, Illinois, United States1-10 Employees

$

My Legacy Estate Planner revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at My Legacy Estate Planner

Flag of US

Scott F. Goldman

Founder & President

Company overview

Headquarters3250 N Arlington Heights Rd, Arlington Heights, Illinois 60004, US
Phone number+18476700879
Website
NAICS52
Keywords
Business Succession Planning, Estate Planning, Social Security Planning, Income Tax Planning, Elder Care Planning, Asset Allocation Planning, Blended Family Planning, Healthcare And Medicare Planning, Ira Beneficiary Planning, Ira/Roth Conversion Planning, Non-Traditional Family Planning, Pension Benefits Analysis, Traditional Family Planning, Single/Individual Planning
Founded2018
Employees1-10
Socials

About My Legacy Estate Planner

Many people think that estate planning is something that only the elderly need to think about. But if you have family members who depend on you, then the reality is that it's never too early to start planning your estate. We are here to help you make the right decisions for your estate and your family. Our estate planning services are designed to offer you the peace of mind you deserve, no matter your age or the state of your health. The success of our clients is truly what differentiates us from our competition. Our comprehensive and personalized financial planning approach is built on a platform designed to apply strategy-driven concepts in a competent and ethical manner so our clients can make smart choices with their important money. Rather than trying to be all things to all people, we seek to be the best fit for our clients so we can be familiar with their unique needs. We believe everyone is entitled to objective financial advice, the cornerstone for the way we do business.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

My Legacy Estate Planner has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

My Legacy Estate Planner has never raised funding before.

Frequently asked questions

My Legacy Estate Planner is located in Arlington Heights, Illinois, US.
You can reach My Legacy Estate Planner at +18476700879.
My Legacy Estate Planner generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
My Legacy Estate Planner has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
My Legacy Estate Planner was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
My Legacy Estate Planner has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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