Legacy Planning Partners is a values-based planning firm that provides comprehensive financial advice aligning your personal and business goals with your financial needs and wants.

We Are In Business To:

about-overview-families

Help families and businesses stay together when unpredictable things happen.

about-overview-finances

Help people avoid making financial mistakes from which they may never recover.

about-overview-couple

Help people enjoy their lives to the fullest during their working and retirement years with the least amount of financial worry.