LFP Mission

Legacy Financial Planning is dedicated to helping clients create wealth through education, planning, managing wealth according to client's goals, and protect long term wealth from unnecessary taxes.  Our objective is to develop a partnership that delivers 'Peace of Mind' through financial management, ethical practices and timeliness.

"As an independent  CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®), I am not tied to any one particular company and I do not have quotas.  I beleive this advantage allows me to truly put your interest first.  I have the ability to help by listening to your concerns, then finding the right solution that will releive your concern rather than making your needs fit a product."

Dano W. LoPresti, CFP®, ChFC®

What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?