Business consulting, Financial Planning, coaching, Fee-only 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.

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.

Taming the Debt Monster classes at your business. Dr. Sturm can come to your business and give a series of short classes on managing and taking control of debt. This series consists of 4 classes of approximately one hour each. Empowering your employees by providing basic financial literacy training can result in more productive employees for your business.

Business consulting services include 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 financial planning and 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.

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.