Legacy Advisory Partners
Office phone +1 770-232-****
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Homepage http://www.legacyadvisorypartners.com
LinkedIn Profile https://linkedin.com/company/lega***tive-ben***
HQ Location
United States , Georgia, Alpharetta:11175 Cicero Dr, Alpharetta, GA 30022
Legacy Advisory Partners is a boutique firm with national resources specializing in Corporate Benefits Consulting and Small Business Consulting.
Our corporate benefits consulting work delivers the best practices in qualified and non-qualified retirement benefit plan design, implementation and on-going management along with a broad range of other executive benefit plans. We are an independent advisory firm, agnostic to providers, and dedicated to the best outcomes for the corporation and the participant.
Our small business consulting work helps owners create a plan for growing value in their business, rewarding the executive team responsible for the growth, and, ultimately, designing a plan for the owner to extract value at an exit point in the future in a way that promotes owner financial independence.
Our mission is to foster a culture of trust and inspire financial independence in every client relationship.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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