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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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Our Services
Risk Management and Protection Planning
With every endeavor, there exists a certain degree of risk. Our insurance review and analysis helps our clients to determine how much and what types of insurance products and strategies should be part of their financial plan. Outside of the financial plan and our role as financial planner, we select and recommend those insurance companies which represent a balanced combination of financial strength, investment performance, and cost containment.
Risk Management and Protection Planning Tools:
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Life Insurance
- Term Life
- Universal Life
- Whole Life
- Variable Life*
- Short-Term and Long-Term Disability Insurance
- Individual Health Insurance and Medicare Suppliment Insurance
- Long-Term Care Insurance
Separate from the financial plan and our role as your financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial planning process and you are under no obligation to implement them. *Securities products are offered through Securian Financial Services Inc. Member FINRA/SIPC. Legacy Planning Partners is independently owned and operated.