Business may only be transacted in a state if first registered.  Individualized responses to persons in a state that involve transactions in securities or personalized investment advice for compensation, will not be made absent compliance with state registration requirements or applicable exemption.

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. Please review our Privacy Policy to understand how we collect, use, and protect your personal information in the course of providing financial planning services. We also encourage you to review our Conflict of Interest Disclosure to understand how we manage potential conflicts and uphold our commitment to acting in your best interest.

A copy can be mailed to you by calling (770) 919-2075.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.