Legacy Planning & Associates Inc.
Financial Services - Grand Rapids, MI, US
Legacy Planning & Associates Inc. Employees
Legacy Planning & Associates Inc. Senior Management
Legacy Planning & Associates Inc. Details
Legacy Planning & Associates is a financial-services firm dedicated to serving the needs of individual and businesses. We are dedicated to helping you develop strategies to reach long-term financial goals, such as paying for a child's education, retiring on your terms, creating a legacy for your family or planning your business succession.We offer investments and services that align with your needs. Our portfolios offer a collective approach to asset management, which reflects a higher degree of diversification than traditional measures. We use a Triple Crown approach to asset management that incorporates a blend of low cost Traditional, Opportunistic, and Tactical methods. By integrating these three unique and stylistically different approaches to investing together, investors are provided with a more balanced and less volatile approach to long term investing.
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