the legacy planning group

Founded in 1999, The Legacy Planning Group, LLC is an independent financial services firm that provides personalized strategies for a wide range of financial needs. The company operates on a team-based approach, focusing on building long-term client relationships to help with retirement planning, investment management, estate conservation, and insurance services. As an independent firm, they are affiliated with LPL Financial for brokerage and investment advisory services, allowing them to offer a broad array of financial products and advice without being tied to proprietary offerings.