Legacy Design Advisors is a boutique, family-run financial firm helping families, professionals, and business owners design personalized strategies to build, protect, and transfer wealth.

Formerly Lakeshore Financial Group Peoria, we’ve expanded and rebranded as Legacy Design Advisors after relocating to Florida. With a growing, licensed team and years of experience in the advanced planning space, our mission remains simple: to help you plan with clarity, reduce unnecessary taxes, and create a legacy that lasts for generations.

Our specialties include:
- Advanced life insurance design
- Premium financing strategies
- Annuities and income planning
- Estate and legacy planning
- Charitable giving strategies

We work closely with high-income individuals, family-owned businesses, and multigenerational households to provide planning that aligns with their values and goals.

Whether you’re growing a business, planning for retirement, or thinking ahead for your family—we’re here to help make your legacy intentional, strategic, and protected.

Based in Florida — Serving clients nationwide

Legacy Design Advisors

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Legacy Design Advisors

Org chart

Teams

Offices

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