Legacy Investment Planning

Legacy exists to improve lives through creative financial strategies.

We strive to be generous with our time, advice, and profits. Our ultimate goal is to make a dramatic impact on the world by using profits to effect change in the following areas:

Child Trafficking

Feeding the Hungry

Clean Water Projects







Legacy Investment Planning is not a subsidiary or affiliate of StoneX Securities Inc.

Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory Services provided through Legacy Investment Planning. StoneX Securities does not provide tax advice.

Form CRS