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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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Who We Serve
At Legacy Planning Partners, we believe that each of us goes through phases in our financial life. As financial advisors, it is our job to understand the opportunities and challenges of each phase and provide you with solutions to help you create wealth and protect those you love.
Getting Started: Foundation Phase
Typical Priorities:
- Budgeting & Cash Flow
- Debt Structure
- Basic Insurance Protection
- Accumulation of Adequate Cash Reserves
- Basic Estate Planning
Hitting Stride: Accumulation Phase
Typical Priorities:
- Budgeting & Cash Flow
- Investment Strategies
- Tax Reduction & Avoidance Sensitivity
- Increased Insurance Protection
- College/Education Expenses
- More Advanced Estate Planning
- Care & Assistance for Aging Parents
Retirement Income: Distribution Phase
Typical Priorities:
- Budgeting & Cash Flow
- Financial Security
- Consistent, Inflation Adjusted Income
- Investment Sustainability
- More Advanced Estate Planning
- Healthcare & L.T.C. Issues
Legacy: Wealth Transfer Phase
Typical Priorities:
- Budgeting & Cash Flow
- Income Sustainability & Simplicity
- Formal Gifting Strategies
- Charitable Giving
- Elder Care Issues
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