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LEGACY PLANNING SERVICES  |  FINANCIAL, RETIREMENT & MEDICARE STRATEGIES

Your Partner in the Creation & Preservation of Your Financial Legacy!

WELCOME TO LEGACY PLANNING SERVICES, LLC

ABOUT US

At Legacy Planning Services, LLC, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.

OUR SERVICES

COMPLETE FINANCIAL STRATEGIES FOR SUCCESS

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MEDICARE

Helping people make educated and empowered decisions about their Medicare health plan options is what we do!

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ANNUITIES

Legacy Planning Services, LLC has been working exclusively with retirees and pre-retirees, providing prudent, proactive solutions when they need it most.

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LIFE INSURANCE

Protect your family and grow your legacy by including life insurance in your planning strategy.

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ESTATE PRESERVATION

Establishing a well thought out and structured estate plan as a critical component of your overall wealth planning strategy.

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TESTIMONIALS

SEE WHAT PEOPLE ARE SAYING ABOUT US

"There are not enough words to fully express my appreciation for Chris and Christina at 

Legacy Planning Services, so I'll just try to summarize my experience.

With the passing of both of my parents several weeks apart, combined with an unsettled, decade-old estate of my grandfather and an active real estate legal battle left behind by my father, I was literally lost in a sea of bureaucracy involving everyone from the IRS to the local cable company. Despite the lengthy roster of attorneys, accountants and consultants I found in my employ in the following months, it was a random call with Legacy Planning Services that finally brought clarity and much-needed expertise to my situation.

Throughout the chaos of the following months, Legacy has been nothing short of a savior to my family and I        can't begin to describe the amount of times that a seemingly insurmountable obstacle was cleared thanks to   the knowledge, advice or downright hard work of our new friends Chris & Christina! They "take pride in understanding the individual needs" of their clients... (yeah, I know - I too thought it sounded like a tired sales pitch when I first heard it). I can say first-hand that this is a completely accurate description of the service Legacy provides. Their personal investment in guiding me through such an overwhelming time is undeniable.

Although the turmoil of the past year has come to its conclusion, Legacy Planning Services will surely remain      a part of our family. They've guided us through everything from helping us organize our own estate plan to evaluating and implementing our long-term savings and retirement goals... all with complete sincerity, sound advice, and no hard-sells! I have absolute confidence with them, and not only recommend -

but URGE - anyone to consult them with any life planning needs!"

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Kirk Williams

Warminster, PA

Testimonials
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