INVEST LEGACY

We provide holistic financial planning for individuals and business owners through solutions such as retirement planning, cash management, risk assessment, succession planning, compensation strategies, and tax planning... Financial Advice the Way It Should Be. We are committed to doing the right thing for our clients at all costs... Legacy is not just another financial planning firm. We are in the business of providing unbiased advice and creative financial strategies to our clients, and not just selling products.

Primary location: Franklin United States