Meet Our Expert Team
Our multidisciplinary team of experts is dedicated to providing exceptional estate and financial planning services. With a commitment to excellence, each member brings unique skills and experience to help you achieve your goals.
Tinde specializes in estate planning, retirement solutions, tax mitigation, wealth transfer & asset protection.
She is passionate about helping her clients secure their financial futures with personalized solutions to achieve their individual goals.
Tinde is committed to excellence through a client-centered approach, creating empowerment, peace of mind & long term prosperity.
He applies his experience from this notable service through dedication to his clients, specializing in strategic estate planning, retirement protection, end of life planning, & wealth management.
Elmer is committed to helping his clients ensure their financial security, while providing tailored solutions to each individuals unique needs.
With nearly 20 years of experience, Jerra helps her clients with estate planning, retirement solutions, life, health, wealth & income planning.
She has dedicated herself to helping others achieve their life goals, while preparing for the unexpected and creating a Legacy.
Jerra has helped nearly 2,000 families setup estate plans, wealth, retirement & end of life plans.
Mission Statement
Our vision is to establish a company that stands out in the industry. By collaborating closely with our clients and leveraging a multidisciplinary team of experts, we aim to deliver a superior client experience. Both families and small businesses are seeking more comprehensive support and advice for effective estate and financial planning to enhance their wealth.
Ongoing training and support for our leadership and staff, coupled with the highest standards of protocols, ethics, and integrity, will be required and enforced.
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Contact Info
info@legacyestate-planning.com
101 NE 3rd Ave Suite 1500,
Fort Lauderdale, FL 33301