Legacy Planning, a Tallahassee financial advisor based in the state capital, is distinguishing itself in a crowded market by focusing on a comprehensive approach that merges advanced retirement solutions with meticulous legacy planning, providing residents with a clear, strategic path to long-term financial security.
In an economic climate marked by uncertainty, the team at Legacy Planning emphasizes that a reactive approach to wealth is insufficient. Financial advisors work closely with clients to build proactive, tailored wealth management strategies. Far from generic templates, these customized plans take into consideration individual goals, risk tolerances, and family dynamics, ensuring each portfolio is as unique as the person it serves.
Founded by partners Robin Vernon and David Grulich, Legacy Planning is known for its expertise and experience in designing and implementing viable retirement solutions. Going beyond basic IRA or 401(k) management, the firm delves into complex income planning, tax-efficient withdrawal strategies, and healthcare cost forecasting. The objective is to ensure clients can not only retire but do so comfortably and sustainably, without the fear of outliving their assets.
“The transition into retirement is one of the most critical phases in any person’s financial life. No matter how complex the situation, we can help. Our process involves stress-testing plans against various market conditions to help safeguard their lifestyle for decades to come,” said Vernon.
The legacy planning process is a dedicated service that helps clients protect and transfer their wealth according to their precise wishes. This process involves a collaborative effort between the advisors at Legacy Planning and the client’s existing team of professionals, such as estate attorneys.
“No one strategy fits everyone, which is why every client gets our undivided attention. We take a proactive team approach to helping clients develop a plan that addresses their financial goals and objectives in a complex financial-services world,” added Grulich.
The firm helps navigate the complexities of wills, trusts, beneficiary designations, and charitable giving strategies. This integrated approach ensures all aspects of an estate plan are cohesive and work in concert with the client’s overall financial picture, aiming to minimize potential tax burdens and avoid familial conflicts.
For more information, visit www.planwithlegacy.com
True financial success is measured by the legacy one leaves behind. This is where the company’s name, Legacy Planning, is directly reflected in its services. Legacy Planning’s focus on intergenerational wealth transfer provides peace of mind to many in the Tallahassee area, knowing their hard-earned assets will be preserved for their heirs and causes they care about.
The firm’s commitment to education and personalized service positions it as the go-to advisory firm for those seeking to move beyond simple investment management toward a holistic strategy for their financial life. Legacy Planning has extensive experience in financial planning and implementation, providing fee-based advice on every aspect of a client’s finances. By focusing on their unique goals and coordinating with their legal and tax professionals, the advisors aim to build financial security and ensure a lasting impact.
A trusted financial advisory firm based in Tallahassee, FL, Legacy Planning offers clients holistic wealth management services to ensure sustained retirement income, investment management, and intergenerational legacy planning. From retirement, investment, and estate planning to insurance, tax, lifestyle, and more, the firm is distinguished by its dedicated process for preserving and transferring wealth according to clients' precise wishes.
About the Company:
Legacy Planning is a financial advisory firm serving individuals and families in Tallahassee and the surrounding communities. The firm is dedicated to providing personalized financial guidance focused on retirement income strategies, investment management, and comprehensive legacy and estate planning. With tailored wealth management and advanced retirement solutions, the firm can help turn financial goals into reality.
Disclaimer: This press release may contain statements that project future plans and prospects, which are based on current expectations and are subject to risks and uncertainties. Actual results may differ.
Media Contact
Company Name: Legacy Planning
Contact Person: Robin Vernon and David Grulich
Phone: +18509729692
Address:2618 Centennial Pl
City: Tallahassee
State: FL 32308
Country: United States
Website: www.planwithlegacy.com
