About Us

Our Commitment to You

Legacy Planning & Associates Inc. is a registered investment adviser (RIA).  We are committed to putting the interest of our clients first.  We do this by leading the way in bringing low-cost, institutional-quality, evidence-based investment management services to individual investors.  Our asset management income and growth strategies are thoroughly researched and peer reviewed.

We incorporate investment planning into our investment management process to offer a balanced approach to wealth generation.  This allows us to integrate your goals and values, minimize or eliminate unnecessary risks, and track your progress.

Our Team


Michael L. Wood
Michael L. Wood
CLU, ChFC, MSFS, Owner / IAR

Email: mwood@lpagr.com

Education
- MSFS, American College (1979)
-
B.A. English & Philosophy, Aquinas College (1968)

Securities Licenses
- Series 1 - Registered Representative
- Series 63 - Uniform Securities Agent
- Series 24 – General Securities Principal

Business Background
- Legacy Planning & Associates, Inc., Owner/President (1998 – Present)
- Employee Benefits Group, Inc., Owner/President (1989 – Present)
- Capital Accumulation Planning, Inc., Owner/President (1974 – Present)
- New England Financial, Financial Advisor/Agent, (1966 – 2010)
- New England Securities, Registered Representative (1966 – 2010)
- Aquinas College, Adjunct Professor (1992-1993)

Professional and Community Affiliations
- West Michigan Estate Planning Council
- West Michigan Association of Charted Life Underwriters
- National Association of Life Underwriters
- Past Instructor at GRCC and Aquinas College (HS 308 Pension Planning)
- Ordained Deacon – Catholic Church
- Facilitator & Trainer – Institutes for the Healing of Racism
- Past Chairman – Catholic Human Development Outreach Program
- Founder – Haiti Outreach Project
- Pastoral Team Member – St. Mary Magdalen
- Chairman – Catholic Services Appeal
- Past Vice President – West Michigan Epilepsy Center

 


John P. Ott
John P. Ott
CLU, ChFC, Investment Advisor Representative

Email: jott@lpagr.com

Education
- ChFC, American College (1999)
- Masters of Management, Aquinas College (1988)
- Master Program, Sociology, University of Toledo (1974)
- B.A. Sociology, University of Toledo (1972)
- Freshman Honors Program, John Carroll University (1970)

Securities Licenses
- Series 7 Licensed
- Series 63 & 65 Licensed
- Life, Accident & Health Insurance License

Business Background
- Legacy Planning & Associates, Inc., Administrative Assistant (2010 – Present)
- New England Securities, Investment Specialist (1998 – 2010)
- New England Financial, Agent (1998 – 2010)
- Cath. Hum. Dev. Outreach, President (1991 – 1998)
- Heart of W Mi. United Way, Division Director (1983 – 1991)
- United Central Services, Information Specialist/Casework Supervisor (1978-1983)
- Community Research Assoc., Research Assistant/Office Manager (1975-1978)

Professional and Community Affiliations
- Grand Rapids Association of Life Underwriters Member
- National Association of Life Underwriters Member
- Institutes for the Healing of Racism Facilitator & Trainer
- Catholic Human Development Outreach Finance Committee & Charity Golf Outing Member (1998-99)
- United Way Program Effectiveness Task Force Member & Presenter (1995-97)
- Christian Services Committee, St. Mary Magdalen Chairman (1992-94)
- Haiti Twinning Project, St. Mary Magdalen Chairman (1994-95)
- Citizens League of Greater Grand Rapids Facilitator (1994)
- Leadership Grand Rapids, Class of '86 & Chair of Social Services Day Member (1987-89)
- Kent County Emergency Needs Task Force Member