Special Needs Planning
A plan that protects your loved one's care, benefits, and quality of life, for their whole life, not just yours.
Planning Legacies Financial Group · Orland Park, IL · Valparaiso, IN
You don't have to find the way alone.
For more than 32 years, Russell Luce and his team have helped families plan for retirement, Medicare, and the lifelong care of a loved one with special needs.
No cost for a first conversation. [PLACEHOLDER: confirm first meeting is free]
Check the background of this financial professional on FINRA's BrokerCheck (opens in new tab)
Most people come to us with one question that keeps them up.
Whatever yours is, it has an answer. Let's find it together.
How we help
Four ways we walk with you.
Retirement & Investments
Income planning, 401(k)s, IRAs, annuities, and managed accounts, built around the life you want to keep living.
Medicare Planning
Clear, unhurried help choosing coverage, from an advisor who does this every day.
Insurance & Protection
Life, disability, and long-term care coverage, so one hard day doesn't undo a lifetime of work.
Meet your team
A family practice, in every sense.
Russell Luce founded Planning Legacies in 2008 after years leading offices for national firms. Today he works alongside Tara Gordon and Ronald Luce, so your retirement, Medicare, and insurance decisions are made by people who talk to each other.
Meet the Team32+
Years of experience
2008
Founded
2
Offices · Illinois & Indiana
3
Credentialed advisors
Insurance partners we work with
- Ameritas
- Americo
- GBU Life
Getting started is simpler than you think.
- 01
Talk.
A relaxed first conversation about what matters to you. No paperwork required.
- 02
Map.
We lay out where you are, where you want to go, and the options in plain English.
- 03
Walk.
We put the plan in motion and check in as life changes.
From the office
Hear how we think before you ever call.
Podcast
PLFG Podcast, Episode 1
(opens in new tab)Interview
Russell on Mission Matters with Adam Torres
(opens in new tab)Newsletter
Special Needs Planning Newsletter
The opinions expressed in the video do not necessarily reflect the opinion of [PLACEHOLDER: broker-dealer name], its financial professionals or management personnel.
Let's set your heading.
Tell us a little about what's on your mind and we'll reach out within one business day. [PLACEHOLDER: confirm response time]
Illinois Office
7911 Laguna Lane
Orland Park, IL 60462
(708) 308-7545Indiana Office
253 Indiana Avenue 1E
Valparaiso, IN 46383
(219) 286-6913Text us: (708) 630-9340