Broker Check

Legacy Investment Planning is the preferred provider of the Tennessee Medical Association (TMA) for comprehensive investment management and financial planning in these areas:

FEE ONLY FINANCIAL PLANNING

Our business is built on a foundation of thoughtful client relationships.

INVESTMENT MANAGEMENT

Our business is built on a foundation of thoughtful client relationships.

ESTATE PLANNING STRATEGIES

Our business is built on a foundation of thoughtful client relationships.

TAX STRATEGIES

Our business is built on a foundation of thoughtful client relationships.

We specialize in addressing the unique challenges that face physicians and medical practitioners in today’s financial environment.

At Legacy Investment Planning, we help medical practitioners - in all stages of their careers - plan for their personal financial futures, their practices, and their families. Let us know how we can help you.

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