Business consulting, Financial Planning, Financial Literacy by Legacy

Business Services

Legacy Financial Planning, LLC (Legacy) provides an economical financial literacy employee benefit program and business consulting services to businesses.

Dr. Sturm can provide a complementary basic financial literacy course for small businesses with under 20 employees called "Taming the Debt Monster". This 4 hour course covers listing debts, creating a budget, reviewing credit reports and paying down debt. This class can also be provided to larger employers for a small fee to cover materials given to the participants. It is best provided as 4 one hour classes over a multi-day or multi-week period.

The Financial Wellness ProgramTM can save employers money by stabilizing their employees finances through financial literacy education. This economical program can take no time away from the workplace day by utilizing an online and in-hands system which the employee can take home to complete. Instead of giving your employees a raise, give them the gift of financial education. This program is recommended as a preferred provider by The Personal Finance Employee Education Foundation. Please look at the above link and call for a demonstration today.

Business consulting services include cash flow and break-even analysis, business coaching, creating business plans, grant proposals, government contractor registration, retail optimization and marketing planning. Clients engage Legacy on a one time, as needed or on-going basis. So whether your business needs the prodding of a coach to nudge you forward to attain your goals or an experienced eye to assess your current retail operation and recommend improvements, we can assist you.

Make an appointment today by calling (251) 219-4574 or (877) 597-2356 toll free.

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.