Our Services

Legacy Planning, Inc. is uniquely positioned to assist its clients with their financal affairs. Legacy clients enjoy the advantages of a coordinated financial planning strategy without sacrificing objectivity or independence. Our firm has developed a vast network of affiliations with various product vendors and alliances with other professional service organizations. We create an integrated, cohesive, and highly personalized financial planning strategy for our clients. We then coordinate the implementation of this strategy with other advisors.

We specialize in four specific areas of financial planning:

  • Wealth Planning

  • Estate Planning

  • Risk Management

  • Employee Benefits


    • At Legacy Planning, Inc. we are committed to helping our clients achieve their financial goals. We strive to develop long-term relationships based on trust and understanding. We view it as our job to present options and alternatives to our clients so that they can make informed, intelligent decisions. We view our planning process as an "education process" not a "sales process".

    Financial Planning Services are provided through Securian Financial Services, Inc. A Registered Investment Advisor