Legacy Planning, by X-it Strategy Consulting, is a trusted brand offering comprehensive services in family and business planning. With over 6 years of experience in financial and operational consulting, X-it Strategy Consulting has assisted numerous businesses in preparing for sales and refinancing. Building upon this expertise, Legacy Planning was established as a platform to extend similar consulting support to individuals and families.

Founder Ken Wiesenfeld, with more than 25 years of progressive financial and operational experience, leads the Legacy Planning team. Inspired by personal experience, Ken realized the challenges faced by executors when he found an envelope containing important documents and recognized the need for proper planning and guidance. This realization led to the development of Legacy Planning, aimed at helping individuals and families navigate the complexities of estate management.

Legacy Planning offers a range of services, including the creation of wills/trusts, life insurance assessment, and the development of comprehensive plans to manage various aspects of our lives. By providing individuals with a simple and effective plan, Legacy Planning ensures peace of mind for the future. Contact Legacy Planning by X-it Strategy Consulting today to secure your legacy and protect your loved ones