Broker Check

Client Experience

Our Relationship

At Legacy Planning we value personal relationships. You will never be just a number with us. The entire Legacy Planning team will provide you with personal, prompt and courteous service.

Trusted Advisors

You will work directly with a trustworthy and dependable financial advisor who is professionally competent and focused on your personal situation. As CFP® professionals, our advisors have completed extensive education and experience requirements and are held to rigorous ethical standards.

Personalized Recommendations

Our financial advisors will give you advice and recommendations based upon your unique needs, objectives and investor profile. Your personalized plan will be the focus of our discussions and it will be monitored on a regular basis.

Confidentiality

It is our responsibility to maintain high levels of confidentiality with the information you provide to the Legacy Planning team. Legacy Planning will protect all information to the standards outlined by our numerous regulatory agencies. Legacy Planning will never sell your personal information.

Transparency

The Legacy Planning team strives to be clear and concise in all of our communication. We will disclose to you the method in which we are compensated. If you have a question, we will answer it for you in an understandable way.

Regular Contact

We will communicate with you in a regular and timely manner. We have a system for regular contact that includes annual face-to-face reviews, periodic telephone reviews, e-mail updates and educational events.

Prompt Response

We will respond promptly to your service requests. The Legacy Planning team strives to return phone calls within 24 hours. Should a request require additional research, our team will give you a time frame for resolution.

 
 

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