Legacy Planning Partners

Legacy Planning Partners is a fee based financial planning firm which provides comprehensive financial advice and services to individuals and businesses. Our staff of credentialed advisors has decades of experience in delivering and coordinating services in the areas of:

Investment Management and Retirement Income Planning
Risk Management and Protection Planning
Debt Management and Cash Flow Planning
Wealth Transfer and Estate Planning
Business Succession Planning
Employee Benefits

Click Here to take a brief tour of our planning platform

Legacy clients benefit from our unique planning process:

Goal Focused

Our financial planning process is centered around our client’s goals and objectives. Our ability to listen and understand each client’s unique story and situation differentiates us from our competition. There are no ‘assembly line’ plans here! Our mission is to provide personalized financial planning that makes a significant difference in the lives of our clients.

Local in our Focus, National in our Scope

Our firm has developed a vast network of alliances with national and local firms. Our process provides our clients with access to the very best resources in the industry, while still imparting a level of objectivity and customized service not offered by larger financial institutions.

Team Service Philosophy

We believe that a motivated team of caring and competent professionals is vastly superior to any individual service model.

Planning for both Now and in the Future

In a constantly changing world, on-going reviews and updates are critically important to maintaining strong financial fitness.

Empowerment Through Education

We provide ‘clarity in a complex world’ by taking the time to thoroughly explain the relevant details and background regarding all planning decisions and assumptions.