Legacy Planning Partners is an independent financial advisory firm that offers a full suite of services, including financial planning, investment management, retirement planning, and estate planning. Affiliated with LPL Financial for brokerage and advisory services, the firm emphasizes a client-centric approach, working closely with individuals, families, and business owners to design and implement strategies for long-term financial goals. Their process involves discovering client needs, designing a tailored plan, deploying the strategy, and providing ongoing monitoring and support.

Founded in

United States