Suwanee, GA – For those navigating retirement, growing a business, or looking to protect their legacy, personalized financial planning is more important than ever. Legacy Planning Advisors, an independent advisory firm with over 35 years of experience, serves individuals and business owners in Suwanee, GA. The firm offers comprehensive financial planning services tailored to the unique goals, challenges, and values of its clients.
Rooted in clear guidance and compassionate stewardship, Legacy Planning Advisors helps clients simplify complex financial decisions while aligning their wealth with long-term purpose. Their services in Suwanee brings local residents access to high-touch financial services backed by a proven track record of thoughtful planning.
Clear Solutions for Life’s Most Important Financial Questions
From career transitions and business exits to tax planning and estate considerations, financial challenges often come with high emotional stakes. Legacy Planning Advisors recognizes that most clients aren’t simply seeking investment returns. They’re seeking clarity, direction, and a trusted partner to help them move forward with confidence.
“We help our clients navigate key transitions with strategies that reflect who they are, not just what they own,” said senior advisor Chris Cushman. “Our work is about building relationships and creating meaningful plans - because your finances should support the life you want, not stand in the way of it.”
Full-Service Financial Planning Backed by Experience
Legacy Planning Advisors offers a full suite of financial advisory services, all customized to the individual’s or business owner’s situation. These include:
- Financial Planning – Custom strategies built around cash flow, budgeting, future goals, and evolving life circumstances
- Investment Management – Diversified, risk-aware portfolios tailored to client values and timelines
- Business Transition Planning – Succession planning and exit strategies for business owners approaching key milestones
- Estate and Legacy Planning – Integrating financial strategy with family values to create impactful, lasting legacies
- Philanthropic Planning – Helping clients incorporate charitable giving into their broader financial vision
- Tax Planning – Forward-looking strategies to minimize tax liabilities and improve financial efficiency
Each service is built around the firm’s core philosophy: that sound financial planning should simplify complexity and empower clients to make decisions rooted in purpose.
Financial Planning for Individuals, Families, and Business Owners
Legacy Planning Advisors serves a diverse client base, including:
- High-income professionals approaching retirement
- Business owners navigating transition or succession
- Families managing intergenerational wealth
- Philanthropists looking to structure giving with impact
- Individuals seeking guidance through life transitions (divorce, inheritance, health events)
In each scenario, the firm’s advisors develop customized plans that take into account tax exposure, investment risk, life stage, family structure, and future vision.
Serving Suwanee and Surrounding Communities
With its presence in Suwanee, Legacy Planning Advisors is proud to bring a legacy of integrity and professionalism to North Georgia. As a trusted Suwanee financial planning advisor, the firm serves clients in Suwanee, Alpharetta, Johns Creek, Roswell, and beyond with access to advisory services grounded in transparency, trust, and long-term relationships.
About Legacy Planning Advisors
Legacy Planning Advisors is a financial advisory firm serving Suwanee, GA and surrounding communities. For over three decades, they have helped clients simplify financial complexity, align wealth with purpose, and plan for the future with confidence. The firm provides comprehensive financial planning, investment management, business transition planning, estate and legacy planning, philanthropic planning, and tax planning services.
To learn more, visit https://www.legacyplanningadvisors.com.
Media Contact
Name
Legacy Planning Advisors
Contact name
Chris Cushman and Peter Geckeler
Contact phone
(770) 919-2075
Contact address
5400 Laurel Springs Pkwy STE 101
City
Suwanee
State
GA
Zip
30024
Country
United States
Url
https://www.legacyplanningadvisors.com/
