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May 22, 2012 @ 09:17 PM

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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.

 

 

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