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Legacy Planning Partners
Legacy Planning Partners is a fee based financial planning firm which provides comprehensive financial advice and services to individuals and businesses. Our employees of credentialed advisors and staff has decades of experience in delivering and coordinating services in the areas of investment management and retirement, income planning, risk management and protection planning, debt management and cash flow planning, wealth transfer and estate planning, business succession planning, and employee benefits.
We have a unique 6 step financial planning process. Our financial planning process is centered around our client’s goals and objectives. Our ability to listen and understand each client’s unique story and situation differentiates us from our competition. There are no ‘assembly line’ plans here! Our mission is to provide personalized financial planning that makes a significant difference in the lives of our clients.
We have a unique 6 step financial planning process. Our financial planning process is centered around our client’s goals and objectives. Our ability to listen and understand each client’s unique story and situation differentiates us from our competition. There are no ‘assembly line’ plans here! Our mission is to provide personalized financial planning that makes a significant difference in the lives of our clients.