Legacy Planning & Associates, Inc. is a registered investment adviser in the State of Michigan. The adviser may transact business in states where it is appropriately registered or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Download our Form ADV 2A
Download our Form ADV 2A Appendix 1
Download our Business Continuity Plan