About Legacy

 

Legacy Investment Planning is an independent financial services team located in Franklin, Tennessee. Our team of financial professionals is well respected in the industry and has decades of cumulative industry experience in the field of financial services, investment and wealth management, estate planning, and tax analysis. Our team works closely together to design and implement comprehensive plans to help you achieve your financial goals. Whether you are an individual, business owner, corporate executive, or retiree, our team has the experience you need to develop a successful plan.

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

Team Approach 

We believe that the future of the financial services industry is in team collaboration. We recognize that one advisor does not have the time to master all areas of investment management, financial strategies, and risk management, so we have a team of professionals dedicated to every aspect of our clients' needs. Our collaborative team approach not only improves the quality of our financial advice but also enables us to more efficiently track regulatory and market changes that impact our clients. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Core Values

  • World-Class Client Service
  • Professionalism
  • Integrity and Transparency
  • Community Involvement 
  • Ongoing Personal and Professional Development 
  • Commitment to our Mission