Pave the Financial Path to the Life You Want

Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses. Shaping your financial destiny requires a helping hand and adherence to a plan that manages not only the opportunities you encounter, but also the risk. At Legacy Planning Partners our passion is helping our clients take the financial path to the life they want.

Our Services

We offer independent advice and financial solutions to individuals, families and businesses in the areas of:

Financial Planning

Financial Planning

Legacy Planning Partners’ comprehensive financial planning process helps you make informed financial decisions that can help you achieve your goals.

Read More

services-financial-planning

Business Exit Planning

Business Exit Planning

Helping business owner operators assess their business and personal financial readiness as it pertains to ownership transition and retirement.

Read More

careers-professional

Investment Management

Investment Management

Legacy Planning Partners’ wealth accumulation strategies are built around the concepts of asset allocation and portfolio diversification.

Read More

services-investment-management

Risk Management & Protection Planning

Risk Management & Protection Planning

Legacy Planning Partners’ insurance review and analysis helps our clients determine what insurance products should be part of their financial plan.

Read More

services-risk-management

Debt Management & Cash Flow Planning

Debt Management & Cash Flow Planning

We helps create strategies for the most efficient use of your cash flow that are fully integrated into your financial plan.

Read More

services-debt-management

Estate & Tax Planning

Estate & Tax Planning

Our estate plan services help establish guidelines for managing assets and property during your lifetime to support your estate goals.

Read More

services-tax-planning

Retirement Plan Services

Retirement Plan Services

Legacy Planning Partners offers comprehensive consulting to aid retirement plan sponsors and fiduciaries in process driven decisions.

Read More

services-retirement-plan

Our Team

We are a team of credentialed professionals who are committed to your financial success.

View All