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At Legacy Capital Planners, LLC, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life.

Our primary areas of focus for our most engaged clients include:

  1. Advising as they strive to make smart decisions about their money.
  2. Collaborating to minimize taxes.
  3. Helping to ensure that heirs are considered appropriately.
  4. Protecting assets from being taken unjustly.
  5. Developing and executing strategies to maximize their charitable impact.

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Third-Party Asset Managers
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis


Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance