Legacy Wealth Planning
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
120 Mill St Ste 2, Bethalto, Illinois, 6...Phone Number
(618) 444-1785Website
www.legacywealthplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Wealth Planning
Legacy Wealth Planning is a fee-only financial planning firm headquartered in Bethalto, Illinois. Founded in September 2022, the company provides comprehensive financial services including retirement planning, tax planning, investment management, risk management planning, and estate planning. It serves individuals seeking fiduciary advice delivered through a transparent flat-fee model rather than asset-based percentages or commissions. The firm utilizes advanced financial planning software to build strategies and coordinates with licensed attorneys to facilitate estate planning, focusing on low-cost diversification and tax minimization to help clients achieve their long-term financial objectives.Explore more
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Legacy Wealth Planning is a fee-only financial planning firm headquartered in Bethalto, Illinois. Founded in September 2022, the company provides comprehensive financial services including retirement planning, tax planning, investment management, risk management planning, and estate planning. It serves individuals seeking fiduciary advice delivered... Read More
