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We are here for you.

We know life is full of financial decisions. Here at Legacy Investment Planning, we want to help you get the results you want by simplifying complex information and helping you avoid common pitfalls. 

We are an independent firm, which simply means that we can build a custom financial plan for you. We have a unique ability to develop planning strategies with you in mind – ones that reduce volatility, help avoid unnecessary taxes, and create a lasting legacy for your family and your future – and this success has garnered us national recognition. 

Our promise is this: we will always provide you with the best solutions while also having your best interest at heart. 

We love what we do and work hard every day for our clients and their families. We would welcome the opportunity to speak with you and learn more about how we can serve you. 

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Investment Management

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

Retirement Planning

Where will your retirement money come from? We Help our clients retire with confidence!

Tax and Estate Planning

Developing unique tax and Estate planning strategies for our clients. We work with your CPA, Attorney or Tax Professional to provide clarity and results.

Insurance Planning

A sound insurance program can help protect your family from the financial consequences of unexpected events.

Our Process

We create strategies that are tailored to your needs and goals.

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About Us

Years of experience have prepared us to guide you through your life transitions.

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Core Values

Integrity. Guidance. Results. We Believe values matter, and we live by ours every day.

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