At Legacy Planning Advisors, LLC, we help you build, protect, and pass on what matters most through effective estate planning and legacy planning strategies. Led by experienced professionals with a passion for ethical, client-first planning, we integrate tax efficiency, retirement income strategies, healthcare navigation, and estate protection into one cohesive plan.
Whether you're approaching retirement, running a business, or thinking about generational wealth, our goal is simple: to provide you with peace of mind so you can focus on living your best life.
Why Choose Legacy Planning Advisors?
Client-Centered Approach — We take the time to understand your unique situation in detail.
Holistic & Integrated — We serve as your trusted source for interconnected estate planning and legacy planning areas.
Transparency & Education — We offer clear, empowering guidance without jargon or pressure.
Local Expertise — Proudly serving Amarillo, Texas, and surrounding communities.
