Legacy Investments & Financial Planning

At Legacy Investments and Financial Planning, LLC, we are a full-service financial services firm dedicated to simplifying the increasingly complex financial needs of families in Southwest Mississippi. Our team of experienced professionals is committed to providing extraordinary attention to detail, timely advice, and outstanding service levels to help our clients achieve their financial goals.

Our Services

We offer a wide range of services designed to help our clients achieve financial success. Our services include financial planning, retirement plans, insurance analysis, and investment management. Whether you're an individual or a business owner, we can help you create a personalized financial plan that aligns with your unique needs and goals. Our team will work closely with you to understand your financial situation, identify areas for improvement, and develop a strategy to help you achieve financial freedom.

Our Mission

Our mission is to provide our clients with the highest level of service and expertise, while maintaining a personal touch that makes them feel valued and respected. We believe that everyone deserves access to quality financial services, regardless of their income or net worth. That's why we offer a fee or commission-based approach, ensuring that our clients receive objective and unbiased advice.

Our Team

Our team is comprised of experienced professionals who are dedicated to helping our clients achieve their financial goals. With years of experience in the financial industry, our team members have the knowledge and expertise to provide exceptional service and guidance. From financial planning to investment management, our team is committed to helping our clients achieve financial success.

Our Values

At Legacy Investments and Financial Planning, LLC, we believe in providing more than just financial services. We believe in building relationships, providing exceptional service, and making a positive impact in our community. Our values are centered around trust, integrity, and excellence, and we strive to embody these values in everything we do.

Resources

We understand that making informed financial decisions can be complex and overwhelming. That's why we provide a range of resources to help our clients stay informed and educated. From calculators and flipbooks to articles and videos, we have a wealth of information available to help our clients make informed financial decisions.