Legacy Planning Partners is a fee based financial planning firm which provides comprehensive financial advice and services to individuals and businesses. Our staff of credentialed advisors has decades of experience in delivering and coordinating services in the following areas.

Financial Planning

Financial Planning

Financial planning is a lifelong process to help you make sensible decisions about money that can help you achieve your goals in life.

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Business Exit Planning

Business Exit Planning

Helping business owner operators assess their business and personal financial readiness as it pertains to ownership transition and retirement.

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Investment Management

Investment Management

Navigate the complicated economic environment to make decisions that best reflect your goals and desires.

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Risk Management & Protection Planning

Risk Management & Protection Planning

How much and what types of insurance products and strategies should be part of your financial plan?

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Debt Management & Cash Flow Planning

Debt Management & Cash Flow Planning

Create a more efficient use of your cash flow that is fully integrated into the financial plan.

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Estate & Tax Planning

Estate & Tax Planning

An estate plan administrates your affairs after death and helps to establish guidelines for managing assets and property during your lifetime.

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Retirement Plan Services

Retirement Plan Services

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. Let us guide you.

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