Legacy Planning Advisors, led by Paul O. Collinson, a Certified Financial Planner, offers personalized financial planning services. These services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment advice, education funding, retirement planning, and estate planning. Legacy Planning Advisors is a fee-only firm, meaning it's compensated directly by clients and doesn't receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Legacy Planning Advisors does not manage client investments. They provide investment advice as part of a financial plan, but you make the final decisions. They do not offer investment management as a standalone service.
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