Legacy Planning & Associates, Inc.

Legacy Planning & Associates, Inc. provides financial services in asset management and investments. The firm has been providing superior counsel to assist clients in creating and preserving a personal Legacy. They provide modern-day investment solutions for real-world problems, coupling their strong planning tradition with an additional financial oversight and asset management layer. Their Triple Crown asset management strategy combines a combination of conventional, opportunistic, and tactical low-cost approaches. By integrating these three unique and stylistically varied ways of investing together, investors are provided with three central components of an overarching portfolio that, at times, may possess very low correlations. They manage advisory accounts on a discretionary basis, led by individual needs.