Planning the kind of life you want to enjoy is something Legacy Financial Planning excels at. Whether you’re just entering the workforce or an accomplished executive, we bring decades of experience and expertise to keep you on track and ready for whatever the future brings.

401(k) Planning

College Funding

Charitable Planning

Fee-Based Financial Planning

Financial Planning

Pre-Retirement Planning

Social Security Planning

Special Needs Planning

Ready to start planning for your financial future? For answers to questions or to schedule a time to meet with one of our industry-leading financial consultants, get in touch with Legacy today. Find information on our three locations in NY and CT or write to us in confidence.