Legacy Financial Planning, Financial coaching, Fee-only Planning, Financial Literacy

Welcome!

Are you ready to learn about money, investing and how to reach your goals? You've come to the right place! Legacy Financial Planning, LLC (Legacy) works with a wide variety of individuals, families and employers to teach and advise people how to stabilize their finances and reach their financial goals. Legacy does this through listening to clients and providing financial literacy educational materials and comprehensive fee-only financial planning.

Employers
The Financial Wellness Program

Individuals & Families
The Financial Wellness Program
Personalized Financial Planning

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

Logo for Legacy Financial Planning Mother & child child playing in sand man & woman drinking coffee

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.

Contact webmaster @ plan-your-legacy.com