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

Legacy Financial Planning, LLC (Legacy) serves the Mobile, Alabama metro area by providing comprehensive fee-only financial planning. Clients engage Legacy on a one time, as needed or on-going basis. Our services are for families and individuals with no minimum asset levels required. We sit down and listen to you. We listen to your needs, your questions, and your goals. We blend your needs and comfort with risk to create a financial plan integrating tax planning, real estate, college savings, investments, retirement and estate planning.

Whether you are coming to us for one time, as needed advice or on a continuing basis, all financial plans are built from the ground up, much like constructing a house:

Step 1: Lay a firm foundation. This is the most important step. Without a firm foundation, a house will fall apart and so will your financial plan.

Step 2: Frame the house and put on a roof. These are the basics that go onto a foundation. The framing is the basis of all the finish work. Financial framing gives structure for your future.

Step 3: Finish the house. These are the finishing touches covering everything from the brickwork on the outside to the crown molding and fancy fireplace on the inside. The finishing touches give you comfort in your home. The finishing touches to your financial plan provide you comfort after retirement and provide for your children's future.

As for a custom home, each client will have different objectives such as:

Creating a budget
Establishing an emergency fund
Saving for retirement
Chosing retirement investments
Tax planning
College savings
Starting a business
Creating and transferring wealth
Leaving a charitable legacy
Planning to create peace of mind

To help you with each of these steps, Legacy's services include:

Spending Plan for cash flow
Credit report analysis
Tax planning and preparation
Insurance review: property, casualty, life, health and annuity coverages
Selecting investments for your company's 401k or 403b plans
Creating your own investment plan for retirement, college savings or other large goals
Second opinion for a current financial plan or investment
Reviewing and assisting with updating your current estate plan

Legacy works with women, men, college graduates, young families, empty nesters and retirees. We work with people who are open to advice and who want to learn how to manage their own investments. We provide advice and assist you in all stages of implementation of that advice.

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.