Guiding You Through Life’s Financial Complexities
At Legacy Planning Advisors, we serve a variety of clients on their journey to meeting their wealth and legacy goals—from high-earning business owners to hardworking families.
financial planning for business owners, families, and more
Our clients include business owners, corporate executives, and families navigating complex financial decisions. Whether you’re preparing for retirement, managing business wealth, or aligning your finances with your faith and values, we provide guidance rooted in wisdom, integrity, and purposeful stewardship.
Individuals and Families
Managing wealth comes with unique challenges and opportunities. We help high-net-worth individuals and families simplify financial complexities, optimize investments, and create a strategic plan designed to allow your wealth to serve a greater purpose for generations to come.
Business Owners and Entrepreneurs
Your business is more than an asset—it’s a key part of your financial future. We provide guidance on business transition planning, tax strategies, and integrating personal and business wealth, helping you make informed decisions that support both your legacy and financial freedom.
Corporate Executives and Professionals
With stock options, RSUs, and complex compensation packages, executives need a financial strategy that maximizes opportunities while minimizing tax burdens. We specialize in helping professionals structure their investments, plan for retirement, and long-term financial security.
Kingdom-Minded Stewards
We understand that financial success is about more than numbers—it’s about stewardship and impact. For clients who want their wealth to reflect their faith and values, we offer biblically grounded financial strategies and values-based investing solutions that align with your purpose.
Facing Life Transitions
Significant life changes—such as retirement, the sale of a business, or the loss of a spouse—can bring financial uncertainty. We provide steady guidance and strategic planning to help you navigate these transitions with clarity and confidence, helping you build your next chapter on a strong financial foundation.
Get Tailored Guidance for Whatever Lies Ahead
No matter what your current financial picture looks like or where you want to go, let’s determine how Legacy Planning can help you. It starts with a conversation about your goals and needs for your finances. Schedule a complimentary, no-obligation conversation with our team to find out more.
