About Legacy Planning Advisors, LLC

Legacy Planning Advisors, LLC provides comprehensive, client-centered advisory services designed to help individuals and businesses secure their financial future, optimize resources, and protect what matters most. Our holistic approach integrates expert guidance across key areas to create personalized legacy plans that align with your goals, values, and life stage.

We deliver proactive tax planning and strategies to minimize liabilities legally and ethically. From deductions, credits, and retirement contributions to business structuring, entity selection, and year-round tax optimization, our team helps you retain more of your hard-earned income while ensuring full compliance.

Navigating Medicare can be overwhelming. We offer unbiased education on Original Medicare, Medicare Advantage, Medigap supplements, Part D prescription drug plans, and enrollment timing. Our guidance helps you select coverage that fits your health needs, budget, and retirement lifestyle—without high-pressure sales.

We are trained and certified to help individuals and couples make smart, optimized decisions about their Social Security benefits—often resulting in thousands (or tens of thousands) more in lifetime income.

As your dedicated RSSA, we provide expert guidance on one of the most important (and complex) parts of retirement planning: maximizing your Social Security payments while coordinating them with your overall retirement strategy.

Protect your legacy and loved ones through customized estate planning. Services include drafting or reviewing wills, durable powers of attorney (financial and healthcare), advance directives, revocable/irrevocable trusts, and beneficiary designations. We coordinate with trusted attorneys to minimize probate, reduce estate taxes, and ensure your wishes are honored.

For your convenience, we provide on-site notary services to authenticate documents related to your estate, financial, or business planning—streamlining the process without extra trips.