You’re ready to build a career that lets you reach your full potential. You’re ready for an opportunity as challenging as it is rewarding. You’re ready to be part of a team and be your own boss - the best of both worlds! Legacy Planning Partners provides the path to these goals. As a financial advisor at Legacy Planning Partners, you’ll have a business without limits.

The Legacy Difference

At Legacy Planning Partners, our people and process make the difference. We know there’s a gap between being an advisor and being a business owner. Our unique advantage provides the bridge. This is the Legacy difference.

Grow

Freedom to Grow

Your business, your way, with the support and services you need to excel

Choice

Ability to Choose

Hundreds of insurance, investment and retirement plan options with no proprietary mandates for your clients to choose from

Collaboration

Collaboration

Collaborate with other experienced and successful advisors to share proven strategies and drive revenue to your practice

Resources

Leverage Resources

Build your practice by leveraging Legacy technology, compliance, marketing, licensing and registration, training and development

Business

Business Succession

Opportunity to participate in the ownership of the firm in addition to owning your own practice

Who Joins Legacy?

Young Professionals

Young Professionals

As a young professional, you’re looking to start your path to a rewarding career.

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Career Changers

Career Changers

As a career changer, you’re ready to join the financial industry.

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Experienced Advisor

Experienced Advisor

As an experienced advisor, you’re ready to join a strong team and take control of your business.

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