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.