Client Centered

Our mission is to help you achieve the lifelong financial independence and confidence you deserve.


Since 1998, we've been committed to helping our clients improve their financial health by offering long-term investment management solutions, tailored to their specific needs. At Legacy Planning Group, your financial well-being is our top priority.



Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too.

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Personalized Advice

Your financial goals are unique to you. With access to a wide variety of investment strategies combined with professional guidance and objective advice, we can help you achieve them.

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Empowering Women

We want to make sure everyone feels equipped to climb their personal mountain. Empowering women to achieve financial confidence is one of our highest callings.

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.