Legacy Planning & Associates, Inc.

Legacy Planning & Associates, Inc. Legacy Planning & Associates is a financial-services firm dedicated to serving the needs of individu

Investment Planning, Retirement Planning, Protection Planning, Tax Planning, Estate Planning, Charitable Gifting and Philanthropy

All Detoxed! And Ready for day 2!
11/12/2022

All Detoxed! And Ready for day 2!

10/08/2022

Pumps is Rockin!!

06/01/2021

We are looking for partners who share our values, our commitment to fiduciary standards of service, a commitment to life long learning to provide the excellence of service our client expect and deserve.

03/27/2021

Our Legacy is to help each client imagine create and sustain a Legacy of their own!

03/27/2021

Still searching for equity partners to build the premier RIA in West Michigan!!!

11/11/2020

Focusing on our clients desire to create a legacy of their own for those values and priorities they care most about is our passion and our purpose.
We help each create their own plan optimizing their resources with Inovative tax strategies for their business, their family their charities and themselves!
We are constantly looking for other professionals to work with us to do the same! Your invited to join us!

It is time for Americans to rise to the responsibilities of protecting the right to truth in making an informed decision...
09/18/2020

It is time for Americans to rise to the responsibilities of protecting the right to truth in making an informed decision of who best to govern our republic and protect of demorcracy.

If you agree that every eligible voter deserves to have their voice count, you can take action from home or in person by serving as a nonpartisan Election Protection volunteer. Will you sign up to be one of them?

We need to let truth and wisdom instruct our path to justice and charity.
09/15/2020

We need to let truth and wisdom instruct our path to justice and charity.

To end a global pandemic, we need global cooperation. Read the Report.

Address

630 Kenmoor Avenue SE Ste 100
Grand Rapids, MI
49546

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16167192930

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