Market Watch

May 22, 2012 @ 09:12 PM

Dow Jones Industrials 12,502.81- 1.67
Nasdaq Composite 2,839.08- 8.13
S&P 500 1,316.63+ 0.64
S&P Mid-Cap 400 927.48+ 1.85
Wilshire 5000 13,754.31- 0.28

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.
  • Text Size: A A A
The Legacy Planning Group Inc.

Our Process empowers our clients integrate all their resources and pass on the legacy from generations to generations

 

Mayur T. Dalal is Chief Executive Officer of The Legacy Planning
Group, LLC.  He has been serving his client community since 1988.
His clients include physicians, family business owners, self-employed
professionals and senior corporate executives. They consider
him a trusted fiancial professional for all their
planning needs.



He has established a very successful and long standing practice
in the areas of Estate Planning*, Business Succession Planning
, Financial Planning, Retirement Planning, Educational
Funding Planning & Charitable Estate Planning.*



Mayur is the creator of the Legacy Perpetuator Process and
Professional Significance Process, which has helped his clientele
benefit from values-based wealth transfer and achieve what
is important to them.



In 2001, his firm, the Legacy Planning Group  was ranked
as2nd fastest growing privately held firms in Long
Island by KPMG, Hofstra University and Long Island Business
News. In October 2002 the Boys and Girls Club in Stonybrook
honored him with it's Presidential Award.



Mayur is a consummate professional. He is a qualifying and
life member of the elite Top of the Table of the Million Dollar
Round Table, and a member of the International Forum, Association
of Advanced Life Underwriters, Financial Planners Association,
Advisors in Philanthropy and Planned Giving Group of Greater
New York. He is also a charter member of the Legacy Wealth
Coach network.



Mayur was nominated by the Financial Planners Association
and by the People to People Ambassador Program to be a delegate
to China for the purpose of professional exchange with the
people of Asia in October 2000.

Mayur has also shown exemplary commitment in the field of
civic marketing. Currently  he serves as the Chairman of Major Gifts
of United Way in Long Island & Board of Director of The
International Forum.



Mayur has a Bachelor’s degree in Chemical Technology and
an MBA in Marketing from Bombay University. He lives in Jericho
with his wife and children, Sagar (20) and Reema (18).

 

Mayur recently completed the course work for a Wharton certificate in Retirement Planning.  The Wharton certificate is awarded based on completion of a training program at the Wharton School, University of Pennsylvania.



* Funded through the use of life insurance and other financial
products

 

Legacy Planning Group, LLC is not owned or operated by AXA Advisors, LLC or AXA Network, LLC.

 

 

Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →
backforward