Legacy Financial

Legacy Financial is a financial planning practice in Ann Arbor that works as a team rather than relying on a single advisor, which gives clients a wider range of expertise. The firm builds a tailored plan around each client's circumstances, with a particular focus on small business owners, people nearing retirement, and families. Planning topics mentioned include retirement plans for businesses, estate and legacy planning, and financial literacy for younger generations.

The firm works alongside CPAs and attorneys to coordinate plans and keep documents current as families change. New clients can book a complimentary discovery call through the website or by phone at the office on Jackson Road. Legacy Financial is separately owned and operated and offers advisory services through Raymond James, so it does not give tax or legal advice on its own.