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—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—and from there, it transforms into your personalized roadmap.
Financial Planning
We’ll get to know what’s most important about you—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—and 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.
A Spirit of Clarity.
A Commitment to Purpose.
“At Legacy Planning Advisors, we pride ourselves on bringing clarity to our clients’ financial lives while staying true to their unique values and purpose. We’ve walked alongside our clients through many of life’s milestones, offering guidance and support that transcends mere financial advice. It’s been our honor to help them transform uncertainty into confidence and purpose, ensuring their legacies reflect what matters most to them.”
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, as a Registered Investment Advisor, Legacy Planning Advisors is a fiduciary. Meaning we must act in the best interests of our clients.
At Legacy Planning Advisors, we understand that deciding to work with a financial advisor is an important decision. While we would be honored to have the opportunity to serve you, our main priority is ensuring you find the right fit for your specific needs and circumstances.
We believe our services are most valuable for clients with at least $1 million in investable assets who are facing pivotal life transitions or have multifaceted planning needs. Whether you are a business owner, corporate executive, widow, or anyone else, we welcome the chance to explore how we can support you.
No, you do not have to live in Suwanee to work with us, but it does make in-person meetings easier. We work with clients across the country and service anyone in any state. Our team is also available for phone or video meetings if need be.