Legacy Planning Partners

Legacy Planning Partners is an independent, fee-based financial planning firm located in Horsham, Pennsylvania. The company has 55 employees and generates annual revenue of $12.9 million. Legacy Planning Partners provides a wide range of financial services to individuals, families, and businesses. These services encompass financial planning, business exit planning, investment management, risk management and protection planning, debt management and cash flow planning, estate and tax planning, and retirement plan services. They pride themselves on offering objective financial advice and personalized solutions tailored to meet each client's unique needs and goals. Legacy Planning Partners is committed to helping clients navigate the complexities of financial planning and achieve their desired financial outcomes. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners can be reached at (484) 534-2654 or through their website at legacy-online.com.