Legacy Planning Partners

Leave a Legacy, Not Just an Inheritance

Helping you to understand, protect, grow and transfer your wealth and values to the next generation.

Let's Get Started

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Learn More

The Business Cycle

How will you weather the ups and downs of the business cycle?

Learn More

3

Generations of Family

200+

Family Business Owners Helped

100+

Combined Years of Experience

What we Offer

Our clients are unique. As business owners, they have a lot to balance. And lots of things to consider for the future. Things like, will your family have enough income if you stop working? Will a key employee suddenly leave you hanging? Is a family member the right person to run the company after you retire? You may not have all the answers now, and that’s okay. But there are some decisions to make that will have a lasting impact on the future of your business.

The right solutions, at the right time, to help your business stay in business.

The end goal is to protect you from any of the scenarios we covered here so your business will stay in business. That’s far more likely when you plan ahead and address important “what ifs” now. You may not have all the answers, but that’s where we come in.

Learn more