Your Legacy.
Your Values.
Your Growth.
Legacy Planning Advisors can help you build a financial plan that’s focused on your values—all while simplifying the complexity of your financial life.
Our Certified Kingdom Advisors in greater atlanta, ga
Our Certified Kingdom Advisors (CKAs) Jerry Black, Chris Cushman. and Peter Geckeler have taken an extra step in their financial training to serve our clients better. By earning their CKA designations, they demonstrate a commitment to understanding your values as a client of Legacy Planning Advisors. Their designations allow them to integrate your faith into your financial plan, including your investment strategy and estate.
Jerry Black, CKA
Founding Member
Chris Cushman, CFP, CKA
Wealth Advisor, Managing Member, OSJ
Peter Geckeler, CFP, CKA
Wealth Advisor, Managing Member
Financial Blessings Can Often Come with Unexpected Complexities
The more your wealth grows, the more complex your financial situation can become. You might find yourself asking questions you’ve never thought of before—about tax implications, retirement accounts, estate plans, and more. At this point in your life, you need more than just objective advice for your finances. You need a comprehensive, forward-thinking plan backed by certified professionals who understand your needs and values.
At Legacy Planning Advisors, we offer the wise counsel of an advisor, the lasting relationship of a counselor, and the continuity of a leader. With Certified Kingdom Advisors on our team, we can offer guidance that doesn’t stray from your principles—and no matter what your beliefs and values, our team will honor them in your financial plan.
Our Services
Our team of certified financial planners, Kingdom Advisors, and client specialists provide personalized, values-driven financial strategies that empower you to achieve your long-term goals and create a meaningful legacy.
Financial Planning
We’ll get to know what’s most important about you, including your biggest goals and deepest values, to help you feel confident in your financial plan.
Business Exit Planning
Let’s set your business up for success after you exit. From business valuation to tax implications, we’ll build a plan together.
Estate and Legacy Planning Services
Your legacy can have a lasting impact. We’ll analyze your current estate plan to help find strategies to provide opportunities for greater influence.
Tax Planning
Taxes have long-term implications. Our team will explore your current tax situation and how it might change in the future.
Philanthropic Planning
Giving with a plan can make your generosity go further. Together, let’s explore greater charitable opportunities for your wealth.
Investment Management
Your investment plan starts with your goals and values in mind. From there, it transforms into your personalized roadmap.
Financial Planning
We’ll get to know what’s most important about you, including your biggest goals and deepest values, to help you feel confident in your financial plan.
Investment Management
Your investment plan starts with your goals and values in mind. From there, it transforms into your personalized roadmap.
Business Exit Planning
Let’s set your business up for success after you exit. From business valuation to tax implications, we’ll build a plan together.
Estate and Legacy Planning Services
Your legacy can have a lasting impact. We’ll analyze your current estate plan to help find strategies to provide opportunities for greater influence.
Tax Planning
Taxes have long-term implications. Our team will explore your current tax situation and how it might change in the future.
Philanthropic Planning
Giving with a plan can make your generosity go further. Together, let’s explore greater charitable opportunities for your wealth.
About Legacy
Planning Advisors
Legacy Planning Advisors is a team of financial advisors and multi-generational wealth planner in Suwanee, GA. Our clients include successful business owners, soon-to-be-retirees, and men and women facing the challenges of life change. No matter what situation you find yourself in, we’re equipped to bring clarity to your complex financial situation. That way, you can enjoy your wealth and dream about what’s next for you and your family.
About Legacy
Planning Advisors
Legacy Planning Advisors is a team of financial advisors and multi-generational wealth planner in Suwanee, GA. Our clients include successful business owners, soon-to-be-retirees, and men and women facing the challenges of life change. No matter what situation you find yourself in, we’re equipped to bring clarity to your complex financial situation. That way, you can enjoy your wealth and dream about what’s next for you and your family.
Take the Next Step On Your
Legacy
Journey
Find out what our CKAs can do for you and your financial plan. It all starts with a conversation with our team. Schedule a time to meet with us, either in person in our Suwanee office or virtually, and we can get started on addressing your needs and helping you build a stronger legacy.
