Phone: (484) 765-9100 Ext. 309
Jan is the CEO and Managing Partner of Legacy Planning Partners. Since starting his career in 1980, Jan has helped hundreds of business owners and successful professionals plan for and achieve their financial goals.
In 1999, Jan founded Legacy Planning Partners, a fee-based financial planning firm that provides comprehensive financial advice and services to individuals, families and businesses. Jan’s strengths include his experience and his ability to perceive future obstacles and opportunities for business owners and professionals seeking to create financial transition plans. He believes that today’s complex world of financial services and financial advice takes someone with experience and wisdom to turn information into execution. Jan has built a team of financial advisors specializing in the various fields of income planning, tax planning, estate & investment planning. Working in collaboration with each client’s advisors, Jan uses a team approach to produce customized financial plans.
Jan graduated from Millersville University with a business degree in 1980 and has a Master’s of Science in Financial Services (MSFS) from The American College. He is a Certified Financial Planner® (CFP), and holds the Certified Exit Planning Advisor® (CEPA), Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) professional designations.
Jan was recognized by Millersville University’s Chapter of Omicron Delta Epsilon as an honoree inductee at their 2012 Economics Symposium. Omicron Delta Epsilon, The International Honor Society for Economics, honors achievements in economics worldwide. The American Economist is the official journal of this society.
An avid golfer, reader and traveler, Jan resides in the Lehigh Valley with his wife Alisa. He enjoys spending time with their two daughters and four grandsons.
Jan is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners,LLC is independently owned and operated. Separate from the financial plan and an advisor’s role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. The CLU® and ChFC® marks are the property of the American College, which reserves sole rights in its use, and is used by permission. DOFU 6/2016 TN1514326