Legacy Planning Partners

Legacy Planning Partners is a United States-based financial planning firm founded in 1999, with a focus on providing objective financial advice and services to individuals and businesses. The company's slogan, "Power of Collaboration," reflects its ethos of working closely with clients to shape their financial destinies and help them achieve the lives they desire. Legacy Planning Partners offers a range of independent advice and financial solutions in areas such as Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, and Retirement Plan Services. The firm's commitment to its clients is evident in its adherence to a plan that manages both opportunities and risks, ultimately aiming to help clients on their financial paths. Legacy Planning Partners operates as an independent, fee-based firm and provides securities and advisory services through Commonwealth Financial Network®, emphasizing transparency and client-focused financial management. The company's headquarters is located at 600 W Germantown Pike Ste 261, Plymouth Meeting, PA 19462, and can be contacted at (484) 534-2654. Furthermore, Legacy Planning Partners outlines its geographic reach, strictly offering services to individuals residing in specific states within the U.S. The firm's dedication to compliance is demonstrated through its adherence to various state requirements and registration regulations regarding investment products and services. This approach aligns with the company's ethos of providing tailored and personalized financial services to its clients. Overall, Legacy Planning Partners' emphasis on collaboration, objective advice, and a comprehensive range of financial services positions it as a stalwart player in the financial services and insurance industries. As the firm continues to navigate and evolve within the financial landscape, its dedication to client success and a comprehensive approach to financial planning underpin its trajectory. With a strong foundation laid since its establishment, Legacy Planning Partners stands as a noteworthy entity within the financial services sector, poised for potential growth and continued client impact in the future.