Your Legacy
Starts Here
A conversation with our team may open the door to new ideas for growing and preserving your wealth and legacy.
What to Expect at Our First Meeting
A Laid-Back Conversation
You won’t feel like you’re under pressure or need all the right answers about your finances. Our first meeting is a conversation between friends as we seek out opportunities to help you.
No
Obligation
At our first meeting, you won’t be obligated to sign any contracts, purchase any services, or even say “yes” to Legacy Planning Advisors. We always seek to be advisors, not salespeople.
Next
Steps
If you want to keep working with us (again, we don’t need an answer from you at our first meeting!) we’ll outline what potential next steps will look like and give you an idea of what it’s like to work with us.
