At Legacy Planning Partners, we believe that comprehensive financial planning should lay the foundation for the financial decisions we make in life. Our planning process reduces financial complexity and helps bring certainty to uncertainty for our clients.

Our Process Is:



Our financial planning process is centered around each client’s goals and objectives. Our ability to listen, understand and translate each client’s unique story into financial strategies differentiates us from our competition.

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Local in Focus and National in Scope

Our process provides our clients with access to high quality professional resources, both nationally and locally, allowing us to be objective and provide customized services.


Team Service Philosophy

We believe that an experienced and motivated team of caring and highly competent professionals is vastly superior to any individual service model in servicing our clients.


Plan for Life’s Changes

In a constantly changing world, proactive and regular reviews and projections are critically important to maintaining an effective plan.


Empower Through Education

We help provide “clarity in a complex world” by simplifying complex topics and thoroughly explaining the details and recommendations of your plan.