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Go Your Own Way

You have goals, we have expertise. Together, we can chart a course to your financial success.

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A New Approach To Planning

The Mission of the Legacy Wealth Partners is to provide the best environment, resources, and platform for holistic financial planners so that their clients and practices can experience exponential growth. We will accomplish this by working in a supportive and entrepreneurial atmosphere, with an ever-increasing number of high performance professionals who meet our standards of excellence. All business affairs are conducted with a strong sense of stewardship on behalf of our clients.

Clients

We create strategies that are tailored to your needs and goals. 

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Careers

Years of experience have prepared us to guide you through your life transitions.

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Brokerage

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Articles and Insights

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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