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Investment Management

Retirement & Estate Planning

Tax Strategies

Insurance Planning

Sten Morgan started Legacy Investment Planning to help individuals, business owners, and their families exceed their financial goals, reduce financial stress and leave a lasting legacy for generations to come. When working with Legacy, you have access to a full team of experienced advisors.

Connect with one of the most creative financial teams in the country. What do you have to lose?

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.

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