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We’re dedicated to the business of family. It’s never just about “assets under management”, because today’s family deserves the widest possible strategic arc of planning. That’s why we welcome collaborations with other advisors, from legal to accounting to insurance to brokerage services, etc. –and are so committed to the education and participation of the emerging next generation of family leaders.
We are Legacy Planning. A firm full of professionals who are committed to collaborating with you towards financial success.
Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.