Legacy Planning is a financial services firm based in San Jose, CA, offering a range of services including family office services, business transition planning, employer retirement plan consulting, and financial planning. Their team of professionals is dedicated to collaborating with clients towards financial success, providing more time, care, outreach, and collaboration to help clients manage their global affairs and focus on the relationships that matter most.
With a commitment to creating a culture with more benefits for all, Legacy Planning specializes in employer retirement plan consulting, helping businesses design and implement retirement plans that meet the needs of their employees. Additionally, they offer comprehensive financial planning services, going beyond money management to create personalized action plans that help clients meet their financial goals. As a trusted firm recognized by Forbes and the Philadelphia Business Journal, Legacy Planning is dedicated to providing exceptional service and expertise to their clients.
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