About Us

Legacy Planning Group, LLC, serves Cromwell, CT and surrounding communities.

 

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Legacy Planning Group, LLC.

 

Legacy Planning Group, LLC provides investors custom tailored strategies to meet short and long-term needs. Our goal at Legacy Planning Group, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.


 

bio2Charles Homicki

 

Charles Homicki has been helping retirees and those seriously planning for retirement for over a decade. As an independent advisor he provides financial services, financial education and insurance advice.

While helping single individuals, families and business owners in his community, “Charlie” has been recognized as a consumer advocate and insurance professional. He is a frequent public speaker and writer, and has been asked to communicate his message through various media.

Mr. Homicki has the expertise and experience to be your retirement planning coach. He is prepared to provide the information you need to make educated financial choices.

Mr. Homicki’s knowledge has enabled his clients to have the peace of mind in knowing that they will:

  • Never run out of income
  • Never run out of assets or money
  • Prevent losses due to stock market risk
  • Have the ability to keep their independence and dignity
  • Provide an ideal and guaranteed financial inheritance

Mr. Homicki looks forward to helping you acquire knowledge that will empower you to make the best financial choices in helping  you to attain your goals, wishes, and retirement dreams.