Simplify Complexity. Amplify Impact.
Transform financial uncertainty into a clear path towards a purposeful legacy.
Helping You craft a Meaningful Next Chapter with our financial advisor services
Purpose-Driven
Legacies
Compassionate
Stewardship
Personalized
Strategies
Our Services
Our team of Certified Financial Planners™, Certified Kingdom Advisors®, and client specialists provide personalized, values-driven financial strategies that empower you to achieve your long-term goals and create a meaningful legacy.
Financial Planning
We’ll get to know what’s most important about you, including your biggest goals and deepest values, to help you feel confident in your financial plan.
Business Exit Planning
Let’s set your business up for success after you exit. From business valuation to tax implications, we’ll build a plan together.
Estate and Legacy Planning Services
Your legacy can have a lasting impact. We’ll analyze your current estate plan to help find strategies to provide opportunities for greater influence.
Tax Planning
Taxes have long-term implications. Our team will explore your current tax situation and how it might change in the future.
Philanthropic Planning
Giving with a plan can make your generosity go further. Together, let’s explore greater charitable opportunities for your wealth.
Investment Management
Your investment plan starts with your goals and values in mind. From there, it transforms into your personalized roadmap.
Financial Planning
We’ll get to know what’s most important about you, including your biggest goals and deepest values, to help you feel confident in your financial plan.
Investment Management
Your investment plan starts with your goals and values in mind. From there, it transforms into your personalized roadmap.
Business Exit Planning
Let’s set your business up for success after you exit. From business valuation to tax implications, we’ll build a plan together.
Estate and Legacy Planning Services
Your legacy can have a lasting impact. We’ll analyze your current estate plan to help find strategies to provide opportunities for greater influence.
Tax Planning
Taxes have long-term implications. Our team will explore your current tax situation and how it might change in the future.
Philanthropic Planning
Giving with a plan can make your generosity go further. Together, let’s explore greater charitable opportunities for your wealth.
Retirement Planning
High-net-worth retirees often face the complexity of multiple retirement accounts, scattered assets, or additional real estate. We’ll help you navigate each challenge and provide more clarity through a comprehensive plan.
A Spirit of Clarity.
A Commitment to Purpose.
Chris Cushman
What If You Could Transform Your Financial Complexity Into An Empowered Legacy?
As you advance in your life and career, your financial situation grows more complex than ever. You might have multiple retirement accounts from different employers, insurance policies you’ve forgotten about, or even an estate plan you started but never finished. This confusion doesn’t lend itself to thinking clearly about the future, and you might feel uncertain about where to start.
Legacy Planning Advisors is a team of financial advisors and multi-generational wealth planners in Suwanee, GA.
Our clients include successful business owners, soon-to-be-retirees, and men and women facing the challenges of life change. No matter what situation you find yourself in, let us help bring clarity to your complex financial situation. That way, you can enjoy your wealth and dream about what’s next for you and your family.
What If You Could Transform Your Financial Complexity Into An Empowered Legacy?
As you advance in your life and career, your financial situation grows more complex than ever. You might have multiple retirement accounts from different employers, insurance policies you’ve forgotten about, or even an estate plan you started but never finished. This confusion doesn’t lend itself to thinking clearly about the future, and you might feel uncertain about where to start.
Legacy Planning Advisors is a team of financial advisors and multi-generational wealth planner in Suwanee, GA. Our clients include successful business owners, soon-to-be-retirees, and men and women facing the challenges of life change. No matter what situation you find yourself in, we’re equipped to bring clarity to your complex financial situation. That way, you can enjoy your wealth and dream about what’s next for you and your family.
Rooted in Integrity. Guided by Purpose.
What You Can Expect from Legacy Planning Advisors
Clear Guidance
Trusted Support
Meaningful Impact
Ready to Start Your Purposeful Financial Journey?
Gaining Clarity starts with a conversation
Our initial conversation with you is a no-pressure opportunity to see if we are a fit for each other. During this initial meeting, we’ll take the time to understand your financial situation, goals, and challenges, allowing you to experience our personalized and compassionate approach firsthand.
Resources for Your Legacy
From in-depth articles to educational videos, this collection of resources is meant to provide clear information and practical tips for your financial journey.
What Financial Challenges Do You Face?
FAQ
Yes, when providing investment advisory services, Legacy Planning Advisors serves clients as a fiduciary and is legally obligated to act in their best interest. Our advice is guided by your goals, values, and long-term financial well-being.
In certain situations, representatives may also offer brokerage services through The Strategic Financial Alliance, Inc., a registered broker-dealer. When acting as a registered representative or securities agent in connection with a brokerage transaction, recommendations are made in accordance with Regulation Best Interest (Reg BI) and other applicable securities regulations.
Choosing a financial advisor is an important decision, and finding the right fit matters.
Legacy Planning Advisors is typically the best fit for individuals and families with at least $1 million in investable assets who are preparing for retirement, experiencing a major life transition, or navigating complex financial decisions. We frequently serve business owners, corporate executives, retirees, widows, and families seeking coordinated, long-term financial guidance.
If you’re unsure whether we’re the right fit, we’d welcome the opportunity to have a conversation.
No. While our office is located in Suwanee, Georgia, we also serve clients in the Alpharetta and Atlanta areas and throughout the United States. We regularly meet with clients in person, by phone, or through secure video meetings, making it easy to stay connected wherever you live.