Integrity. Guidance. Results.

Home
About Us
Business Owners
- Business Strength Assessment
Our Services
- Our Process
Resource Center
Tools
Connect With Us
Client Login
- StoneX
- Envestnet

Our Process

*Please note that you can implement your financial plan at the financial institution of your choice.

GET STARTED NOW

Contact

Legacy Investment Planning

Office: (615) 721-7100

6700 Tower Circle

Suite 310

Franklin, TN 37067

info@investlegacy.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc.