Our Firm

WHAT IS THE FINANCIAL PLANNING PROCESS THAT I WILL EXPERIENCE? Life is more than money and numbers. It is the accomplishment of things that are important to you. At Legacy Planning Partners we help you identify those things. After 30 years, we have the experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. Ours is a partnership and you are a partner.

WHO DO I WORK WITH? As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success. Legacy Planning Partners also partners with your other advisors - your accountant and your lawyer, to carefully coordinate efforts. This ensures that each aspect of your finances is part of an integrated wealth management strategy.