Legacy Planning & Associates is a financial-services firm dedicated to serving the needs of individual and businesses. We are dedicated to helping you develop strategies to reach long-term financial goals, such as paying for a child's education, retiring on your terms, creating a legacy for your family or planning your business succession. We offer investments and services that align with your needs. Our portfolios offer a collective approach to asset management, which reflects a higher degree of diversification than traditional measures. We use a Triple Crown approach to asset management that incorporates a blend of low cost Traditional, Opportunistic, and Tactical methods. By integrating these three unique and stylistically different approaches to investing together, investors are provided with a more balanced and less volatile approach to long term investing.