This communication is intended for individuals residing in the states of AL, AZ, CO, FL, GA, KY, NC, NM, SC, TN, TX.
No offers may be made or accepted from any resident outside these specific states.
Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA | SIPC which is otherwise unaffiliated with Legacy Planning Advisors. Advisory services offered through Legacy Planning Advisors. SFA"s CRS form can be found here.
Investments in securities involve risk, including the potential loss of principal invested.
We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account, please contact our office directly. You should never post personal, account or transaction information anywhere on this site.
Neither Legacy Planning Advisors nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
Our client retention rate is calculated based on the percentage of clients at the beginning of each calendar year who remain clients at the end of the calendar year. We do not include clients who have died or whose investments are significantly below our minimum.
Our ADV-Part 2 and ADV-Part 3 are required filings to the Securities and Exchange Commission (SEC). This annual filing is a disclosure document for clients or potential clients of Legacy Planning Advisors.
A copy can be mailed to you by calling (770) 919-2075.