About

We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that are designed with the goal to achieve long term investment results.

Legacy Retirement Planning does this with the highest levels of integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Minnesota, New Mexico, Nevada, Ohio, Oregon, Texas, Washington, Wyoming.

LPL Financial Form CRS