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Legacy Financial Planning

www.legacyfp.com

At Legacy Financial Planning, we’ve been helping hard working individuals and families prepare for life in retirement for more than two decades. And while we bring the extensive experience, knowledge and credentials that are important to our clients, we provide something our clients tell us is of even greater value to them: a hand to hold on your journey to and through retirement.

Our goal is to help ensure you don’t run out of income before you run out of breath.

You can count on our knowledge, understanding and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting relationships. Best of all, you benefit from the collective expertise of two experienced advisors backed by a team of professionals, all of whom play an integral and ongoing role in helping you pursue your goals.

We invite you to find out how easy and rewarding it is to get started on your path to financial independence in retirement.

Find Legacy Financial Planning near me

Legacy Financial Planning locations in US

Legacy Financial Planning

US Postal Code:14618

Address: 1485 Monroe Ave, Rochester
Store Hours:
Mon-Fri: 9:00AM - 5:00PM
Sat-Sun: Closed

Legacy Financial Planning

US Postal Code:13126

Address: 106 West Utica Street, Oswego
Store Hours:
Mon-Fri: 9:00AM - 5:00PM
Sat-Sun: Closed

Legacy Financial Planning

US Postal Code:34103

Address: 4851 Tamiami Trail N, Naples
Store Hours:
Mon-Fri: 9:00AM - 5:00PM
Sat-Sun: Closed

Legacy Financial Planning

US Postal Code:33647

Address: 15310 Amberly Dr, Tampa
Store Hours:
Mon-Fri: 9:00AM - 5:00PM
Sat-Sun: Closed

Latest Legacy Financial Planning news

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs. RJSOCIALMEDIA.COM Morning Brew: September 22, 2020
Today marks 150 years since the discovery of Old Faithful Geyser and with the economic "eruptions" that have occurred this year, CIO Larry Adam reaffirms that disciplined asset allocation should serve as the "Old Faithful" of investment approaches. Learn more: RJSOCIALMEDIA.COM Weekly Investment Strategy: September 18, 2020
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: September 18th, 2020
For investors, the S&P 500's recent 7% pullback, the upcoming presidential election, and the announcement of a pause in a late-stage vaccine clinical trial have all sparked concern. CIO Larry Adam addresses some key investor questions. RJSOCIALMEDIA.COM Weekly Investment Strategy
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: September 11, 2020
Don't panic. Pivot. Five tips for changing careers. RJSOCIALMEDIA.COM Making a Career Pivot
Similar to the game of chess, the COVID-19 outbreak has certainly tested our human faculties, but also sharpened our minds for uncertain maneuvers. CIO Larry Adam discusses the "next moves" of policy makers to position the economy for a robust rebound. RJSOCIALMEDIA.COM Weekly Investment Strategy: October 9, 2020 - www.raymondjames.com
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: October 9th 2020
CIO Larry Adam discusses the presidential race, stimulus negotiations and the Supreme Court nomination in the latest Weekly Headings. RJSOCIALMEDIA.COM Weekly Investment Strategy: October 2, 2020
For a technical view on current portfolio strategy, read the October 2nd edition of the Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: October 2, 2020
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: September 25, 2020
CIO Larry Adam shares his assessment of the current "bill of health" for the economic recovery and evaluates how the upcoming presidential election may "stretch" market volatility higher in the near term. RJSOCIALMEDIA.COM Weekly Investment Strategy: September 25, 2020 - www.raymondjames.com
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: October 23, 2020
Our country is just 11 days away from Election Day. The financial markets have been measuring the odds of the presidential race in anticipation of the winner's intended policies. Learn more from CIO Larry Adam @LarryAdamRJ RJSOCIALMEDIA.COM Weekly Investment Strategy: October 23, 2020 - www.raymondjames.com
Legacy Financial Planning October 13 at 7:30 PM ·
CIO Larry Adam says the initial seeds for recovery have been planted. He hopes that positive catalysts such as the long awaited Phase 4 fiscal stimulus package and a vaccine come to fruition so that a full return to pre-pandemic GDP levels can be reaped. RJSOCIALMEDIA.COM Weekly Investment Strategy: October 16, 2020 - www.raymondjames.com
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: October 16, 2020
Legacy Financial Planning October 13 at 7:30 PM ·
Read the weekly bond market commentary from Doug Drabik. RJSOCIALMEDIA.COM Sharing With Positive Intention Can Still Have Negative Consequences
Check out the latest from Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs. RJSOCIALMEDIA.COM Morning Brew: November 23, 2020
While this year has certainly had many challenges, CIO Larry Adam reflects on ten blessings investors can be thankful for. RJSOCIALMEDIA.COM Weekly Investment Strategy: November 20, 2020 - www.raymondjames.com
For a technical view on current portfolio strategy, read the latest Weekly Market Guide from Mike Gibbs: RJSOCIALMEDIA.COM Weekly Market Guide: November 20, 2020
Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs. RJSOCIALMEDIA.COM Morning Brew: November 20, 2020
Almost 1 in 5 adults in the U.S. are providing unpaid care to another adult. Being a caregiver can certainly take its toll emotionally and financially. Dr. Amy D'Aprix talks about the practical, emotional, financial and family considerations that caregivers face. RJSOCIALMEDIA.COM Are You a Caregiver? The Answer May Surprise You [VIDEO]
80% of women will be on their own toward the end of their lives. Here's why you should develop a plan now. RJSOCIALMEDIA.COM A Survivor's Survival Plan
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account. Let's jump into why you should contribute to a Roth IRA: RJSOCIALMEDIA.COM Why Contribute to a Roth IRA?
Need one more reason to cheer on Tampa Bay this Sunday? Raymond James is matching every home team field goal with a $1,500 donation to children's hospitals through our Kicking for Kids program: RJSOCIALMEDIA.COM Kicking for Kids | Raymond James - www.raymondjames.com
On Monday, February 8th at 4:15 ET, Raymond James Chief Investment Officer Larry Adam will be discussing the outlook for COVID-19, the economy and inflation, and earnings. Join the webinar at the link below: RJSOCIALMEDIA.COM Investment Strategy Client Call: February 8, 2021 - www.raymondjames.com
Beautiful winter day in Rochester, NY. Share some of your wintery pics with us!#Rochester #WinterinRochesterNY
Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs offers insight on what to expect with the markets today. RJSOCIALMEDIA.COM Morning Brew: February 4, 2021 - www.raymondjames.com