A new approach to wealth management is taking root in the state’s capital, focusing on personalized strategies rather than generic financial products. The team of Tallahassee financial advisors at Legacy Planning has built its practice on a foundation of deep client relationships and customized planning, aiming to transform individual financial goals into achievable realities.
Legacy Planning elevates financial guidance by championing a holistic financial strategy that moves beyond mere investment management to encompass every facet of the client’s life. This approach recognizes that true wealth is not just a number in an account but a means to achieve security, purpose, and a lasting impact.
The firm employs a consultative process that begins with a comprehensive discovery phase, leveraging eMoney technology to review, track, and plan according to the client’s priorities. Advisors dedicate significant time to understanding a client’s complete financial picture, life aspirations, and concerns before recommending any specific actions.
“The financial industry often leads with investments, but that’s putting the cart before the horse. Prudent wealth management starts with a clear-eyed view of a person’s entire situation, taking into consideration their cash flow, liabilities, estate plans, and, most importantly, their vision for the future. Only then can a coherent strategy be built,” said Robin Vernon, co-founder and partner at Legacy Planning.
This strategy often centers on advanced retirement solutions, a critical need for many professionals and families in the region. Legacy Planning’s services in this area extend beyond basic savings projections. Financial advisors analyze income gaps, optimize social security claiming strategies, and develop tax-efficient withdrawal plans designed to ensure clients' assets last throughout their retirement years.
For more information, visit https://www.planwithlegacy.com/
The firm’s holistic method integrates several key disciplines. Investment management serves as a tool to implement the broader plan, not as the sole objective. Risk management and insurance solutions are reviewed to protect assets against unforeseen events. Furthermore, estate planning coordination is emphasized, ensuring a client’s wealth is transferred according to their wishes while minimizing potential tax burdens.
This integrated approach is particularly relevant for individuals facing complex financial transitions, such as receiving an inheritance, navigating a divorce, or preparing to sell a business. The detailed, hands-on guidance provided by the Tallahassee financial advisors aims to bring clarity and confidence during potentially stressful life events.
Collaborating with a network of professionals, including attorneys, CPAs, and insurance agents, Legacy Planning operates under a legal obligation to act in the best interest of its clients, upholding a fiduciary standard that ensures their interests always come first.
“Trust is the most valuable currency in this business. It is earned by consistently providing unbiased advice to a diverse clientele. and the flexibility to design customized, fee-based investment portfolios. That is the standard for every advisor here,” said David Grulich, Legacy Planning partner.
With a focus on education and long-term partnership, the advisors at Legacy Planning position themselves as dependable resources for their clients, adapting financial blueprints as lives and markets change.
Legacy Planning is a financial advisory firm serving individuals and families in Tallahassee and the surrounding region. Backed by a team of professional advisors, its core mission is to help clients turn their financial goals into reality through personalized strategies, integrating investment management, risk analysis, and estate planning coordination to help individuals navigate complex financial transitions or seek a sustainable retirement plan.
About the Firm:
Legacy Planning is a financial advisory firm based in Tallahassee, Florida. The firm provides tailored wealth management and advanced retirement solutions for individuals and families, adhering to a fiduciary standard that mandates advice be given in their best interests, with a specialized focus on constructing advanced retirement income solutions.
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
