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Financial Planning

Finding certified financial advisors near you is easy at Legacy Capital. Each of the advisors with Legacy Capital holds the CERTIFIED FINANCIAL PLANNER™  Designation. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP professional, you get a financial planner partner near you committed to working in your best interest and the confidence that comes with building a comprehensive plan 

CFP® Professionals are held to strict ethical standards. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you're working with someone committed to providing the highest standard of financial planning.


Financial Planning

  • Retirement Planning

  • Business & Succession Planning

  • Asset Management

  • Tax Efficient Strategies

  • Estate Planning

  • College Savings

  • Insurance & Risk Management 

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