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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

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.
Opinions expressed herein are solely those of 133 Legacy and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 133 Legacy, an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products are offered by Patrick Burke, Independent agent. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of South Carolina or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.