Legacy Planning Advisors

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For over 30 years, legacy planning advisors have 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.