Our Services


We believe that successful financial outcomes require a team of qualified professionals and solutions. Working closely with other associates, including CPAs and Attorneys, allows us to make sure that all areas of your financial strategy are addressed. Furthermore, Legacy Investment Planning has the ability to search the marketplace for the products and services that will best help our clients achieve their goals.

Our team is ready to serve you, so please let us know how we can help you with the following services:



Fee-based and commission-based services 

Financial Strategies

Customized plan designed to help achieve your immediate and long-term goals 

Retirement Planning

Preparing yourself for a rewarding retirement 

Tax Planning

Working with clients and their tax professionals to manage the impact of taxes on their portfolio

401k Rollover

Helping clients maximize retirement funds after leaving an employer or retiring 

Estate Planning & Trusts

Planning for the future you want for your family 


Planning for life, disability, and long-term care needs

Qualified Plans

Helping employers create defined benefit or 401k plans to attract, reward, and retain employees

Fixed Annuities

Planning for guaranteed, steady retirement income with long-term investments** 

Charitable Giving Strategies

Proper planning to allow your gifts to be given in the most efficient and beneficial manner

Special Needs Planning

Working with families and special needs dependents to plan for their future and protect their benefits

Corporate Education

Worksite seminars to educate employees about all areas of financial strategies and investing

Education Funding Strategies

Helping you and the students in your life pay for education