Legacy Planning Advisors 

For over 30 years, legacy planning, advisors has helped the greater Suwanee, Georgia area create a more meaningful next chapter. For us, wealth planning is about simplifying, complexity, and amplifying impact. Whatever complicated financial problems you face – from retirement planning to business exit strategies, from tax planning to investment management - we provide personalized plans that help you leave a purposeful legacy that honors the life you’ve lived and the impact you want to make.

List of Services

• Financial Planning

• Investment Management 

• Business Transition Planning 

• Estate and Legacy Planning 

• Philanthropic Planning 

• Tax Planning

Legacy Planning Advisors

5400 Laurel Springs Pkwy STE 101, Suwanee, GA 30024

(770) 919-2075

Website Page:

https://www.legacyplanningadvisors.com/ 

Facebook Page:

https://www.facebook.com/LegacyPlanningAdvisorsLLC/ 

Linkedin Page:

https://www.linkedin.com/company/legacy-planning-group-inc---atlanta/ 

Google Maps: 

https://maps.app.goo.gl/5T6iwPXVdrYoZaUC6