133 Legacy Planning Group LLC
Kingdom-Oriented Financial Planning
Our Services
Asset Management
We can help determine your individual
investment goals, time horizons, objectives, and risk tolerance to tailor an investment strategy specific to you and your family.
Financial Planning
We provide our clients with financial goal review, retirement strategy, investment analysis, cash flow analysis, risk management, long-term investment and estate preservation.
ERISA Plan Services
We provide service to qualified retirement plans including 401(k) plans, 403(b)
plans, pension and profit-sharing plans, cash balance plans, and deferred compensation
plans as a 3(21) advisor.
Our Mission
Many believers struggle to manage their earthly wealth with legacy in mind. We at 133 Legacy will come alongside you with theological convictions, wise stewardship, and a financial vision of blessing for you and others so that your treasure exists to help others.
Psalm 133
When Brothers Dwell in Unity
A Song of Ascents. Of David.
Behold, how good and pleasant it is
when brothers dwell in unity!
It is like the precious oil on the head,
running down on the beard,
on the beard of Aaron,
running down on the collar of his robes!
It is like the dew of Hermon,
which falls on the mountains of Zion!
For there the Lord has commanded the blessing,
life forevermore.
Purpose
We have been given a great legacy in heaven and this knowledge brings absolute security. This heavenly legacy is one that is imperishable and incorruptible. Our foundation is established in Him so let’s scale this mountain together while we seek to pierce the earthly plane with the heavenly.
Earthly legacy should be pursued out of conviction and love of the heavenly legacy we already possess. Just as God our Father has made us co-inheritors with the King of Kings we should also strive to show what he has done in heaven here on earth by blessing our children with the heavenly news and allow that to pour out into the physical.
As we strive for unity with God we naturally strive for unity with man. Life is meant to be conquered together and together we will expand His kingdom.
Investment advisory services are offered through 133 Legacy Planning group LLC, an investment Advisor in the state of South Carolina. Insurance products are offered by Patrick Burke, Independent agent.