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Why We're Different
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It's Our People
We are a team of credentialed professionals who are committed to your financial success.
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It's Our Process
Our planning process is comprehensive and centered around your goals and objectives.
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It's Our Services
We offer independent advice and financial solutions to individuals, families and businesses.
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Who We Serve
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Individuals & Families
We can help you save for the future and protect those you love at every phase in your financial life.
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Business Owners
Our vast experience in the business marketplace will help you protect your business and build toward future growth.
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Medical & Dental Professionals
We understand the financial issues that medical professionals face from residency through retirement.
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Careers
You have an established career. You’re successful. But have you reached your full potential? Or are you limited by a lack of opportunities and support? At Legacy Planning Partners, our people and process let you succeed at an elite level. We know there’s a gap between being an advisor and being a business owner. Our unique advantage provides the bridge.
As an Advisor with Legacy Planning Partners, you will have the:
- Freedom to grow your business your way with the support and services you need to excel
- Ability to choose the right solutions for your clients from hundreds of insurance, investment and retirement plan options with no proprietary mandates
- Opportunity to collaborate with other experienced and successful advisors to share strategies that work for clients and drive revenue to your practice
- Capacity to leverage firm resources to build your practice with support in the areas of technology, compliance, marketing, licensing & registration, training & development
- Opportunity to participate in the ownership of the firm* in addition to owning your own practice
If you are ready to take your business to the next level, contact Mike Mills at 484-534-2654, ext. 207 or Natalie Lyakhovetskaya at 484-534-2654, ext. 228.
Our brochure is available for download in Adobe PDF format.
To receive a printed copy of our brochure, please complete the form.
*We are an advisor-owned professional services firm and have a clearly defined career track that allows ownership by any advisor who satisfies published criteria.