Financial Planning, Financial coaching, Annuities, Insurance by Legacy

Welcome to Legacy! Legacy Financial Planning, LLC (Legacy) works with a wide variety of individuals, families and employers to teach and advise people on
how to create and achieve a secure financial future using a diverse range of investments including real estate, fixed annuities, qualified retirement plans, mutual funds, and proper insurance coverages such as long-term care insurance.

Legacy has found that an approach focused on diversifying assets and protecting those assets you already have will result in a secure, stable foundation for your financial future. A diversified mixture of investments will enable an individual or family to be able to weather any economic storm. The mix of real estate, annuities, insurance, qualified retirement plans and mutual funds will vary for each individual or family who uses Legacy's services.

Legacy is a registered investment advisor and has a fiduciary relationship with it's clients. We measure the risk tolerance and individual life goals of each client. Legacy recommends investments based upon what we consider to be the best choices for the client to secure a stable financial future. Legacy wants to help you create a stable financial future today.

Explore our website to learn more about our services, then give us a call to help you get on the road to reaching your financial goals.

Legacy Financial Planning, LLC
5901 Airport Blvd. Suite 208
Mobile, AL 36608
(251) 219-4574
(877) 597-2356 tollfree

Fee-only investment advisory services are offered through Legacy Financial Planning, LLC a registered investment advisory firm in the State of Alabama. The presence of this website on the Internet shall in no direct or indirect way be construed to interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Alabama or where otherwise legally permitted under exemption de minimus rules. CRD#136012.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional.