Legacy Planning is a financial advisory firm based in Tallahassee, Florida, helping individuals and families pursue financial security through strategies tailored to their goals, circumstances, and risk tolerance. Its services include retirement planning, wealth management, estate planning, investment strategies, insurance, and tax-related financial planning. The firm describes its approach as holistic and client-centered, with fee-based advice and customized investment portfolios. Its advisors use eMoney technology to review financial information, track progress, and plan around clients’ priorities, while upholding a fiduciary standard of care.

The Legacy Planning process begins with an assessment of financial documents, objectives, and risk tolerance. The team then presents an individualized strategy and can provide ongoing planning support as life circumstances or markets change. Clients may choose an advisor to implement plan recommendations; specific products or services may involve additional commissions or fees. Legacy Planning also works collaboratively with a network of professionals, including attorneys, CPAs, and insurance agents.