Legacy Planning Partners

Legacy Planning Partners, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. The company hold all personal information provided to the company's firm in the strictest confidence. These records include all personal information that the company collect from you in connection with any of t... he services provided by Legacy Planning Partners. The company has never disclosed information to nonaffiliated third parties, except as required by law, and do not anticipate doing so in the future. If the company were to anticipate such a change in firm policy, the company would be prohibited under the law from doing so without advising you first. As you know, the company uses health and financial information that you provide to the company to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. The company's policy with respect to personal information about you is below.Read More