Planning Legacies Financial Group

Planning Legacies Financial Group At our firm we have the client and only the client in mind. Russell G. Tara Gordon is not associated with Silver Oak Securities, Inc. are separate entities.

Luce offers securities and investment advisory services through Silver Oak Securities, Inc., Member FINRA/SIPC. Planning Legacies Financial Group and Silver Oak Securities, Inc.

We are so PROUD to introduce Ron Luce as our New Insurance Specialist and Social Media Content Creator to the firm.Ron h...
07/02/2025

We are so PROUD to introduce Ron Luce as our New Insurance Specialist and Social Media Content Creator to the firm.

Ron has a background of 6 years in the Finance and Accounting industry, coupled with both a Bachelors and Masters degree from St. Xavier Univeristy.

In his spare time, he is preparing for his wedding this November, and is also is very involved with St. Xavier's Cougars Football team as the Offensive Line Coach where he previously played.

Ron we know Your Future is bright. WELCOME TO THE TEAM!!!!!!!!!!!!

We are excited to launch our new website we have updated the look and the information on the new site please stop by at ...
09/04/2024

We are excited to launch our new website we have updated the look and the information on the new site please stop by at www.PLFG.org and check it out!

Financial services in Orland Park IL. At Planning Legacies, we have over 20 years experience in the financial and investment planning industry. We offer a wide range of services such as Special Needs Planning, Life Insurance consulting, Estate Planning, Disability Insurance consulting and Mortgage I...

I am having my Woodward’s reserve 1812 in my planning legacies financial group cut glasses mad by my incredible daughter...
09/01/2024

I am having my Woodward’s reserve 1812 in my planning legacies financial group cut glasses mad by my incredible daughter Trista Marquez ! Cheers

I want to wish my son Daniel Luce who takes on the challenge of Autism with class and head on, Happy Birthday big guy . ...
08/12/2024

I want to wish my son Daniel Luce who takes on the challenge of Autism with class and head on, Happy Birthday big guy . I’m proud to be your dad.

01/14/2024
https://www.youtube.com/watch?v=vSl1Tb0Yj84Our Senior Partner Russell G Luce received this award he is only one of fifty...
09/27/2023

https://www.youtube.com/watch?v=vSl1Tb0Yj84
Our Senior Partner Russell G Luce received this award he is only one of fifty four advisors in the chicago market to receeive this award 11 years in a row. We are proud of Russell.

Russell G Luce wins the 2023 Five Star Wealth Manager Award! Five Star Wealth Managers represent those who are outstanding in their field. Winning advisors a...

07/26/2023

The former Bears’ defensive tackle was diagnosed with the disease in January 2021, and since then has recieved support from former teammates and fans as his wife, Misty, helps to care for him…

Dear sir or madame with 401(k)Do you know just 40 years ago, no one in America had a 401(k)?It’s because they were “desi...
06/20/2023

Dear sir or madame with 401(k)

Do you know just 40 years ago, no one in America had a 401(k)?

It’s because they were “designed” 40 years ago

By Wall Street & “Big Brother” to “replace”...

Something better - most hard-working Americans had…

Something which made guaranteed, tax-free retirement income.

Just ask any boomer!

They had no bloated 401(k).

Boomers had Pensions:

Guaranteed Retirement income Until You Pass
100% Independent of Market Collapse
Tax-free in many states

And now…

You’ve got a 401(k)

Not guaranteed.
100% Connected to the market.
FULLY TAXABLE - every red cent.

Those evil wall street men sure pulled a switcheroo aye?

Luckily, you can still earn tax-free retirement income - that’s guaranteed to grow

You just have to know about them first

And I’m not talking about:

Roth IRAS with limits
Nor Roth 401(k)s
Nor annuities

We are talking about something else.

Give us a call!

06/15/2023

Thanks, me!

06/14/2023

What is an accelerated death benefit? It’s often a rider (an additional amount of coverage added on) to a life insurance policy, that lets you use some of the…

Address

253 Indiana Avenue Suite 1E
Valparaiso, IN
46383

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+17083087545

Website

http://reports.adviserinfo.sec.gov/crs/crs_46947.pdf, https://www.sipc.org/, https://www.finra.org

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