Legacy Planning Advisors

Small Business Owner in 5400 Laurel Springs Pkwy STE 101, Suwanee, GA 30024

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For over 30 years, legacy planning, advisors has helped the greater Suwanee, Georgia area create a more meaningful next chapter. For us, wealth planning is about simplifying, complexity, and amplifying impact. Whatever complicated financial problems you face – from retirement planning to business exit strategies, from tax planning to investment management - we provide personalized plans that help you leave a purposeful legacy that honors the life you’ve lived and the impact you want to make.

List of Services

  • Financial Planning
  • Investment Management
  • Business Transition Planning
  • Estate and Legacy Planning
  • Philanthropic Planning
  • Tax Planning

Legacy Planning Advisors

5400 Laurel Springs Pkwy STE 101, Suwanee, GA 30024

(770) 919-2075

Website Page:
https://www.legacyplanningadvisors.com/

Facebook Page:
https://www.facebook.com/LegacyPlanningAdvisorsLLC/

Linkedin Page:
https://www.linkedin.com/company/legacy-planning-group-inc---atlanta/

Google Maps:
https://maps.app.goo.gl/5T6iwPXVdrYoZaUC6