Legacy Planning Partners, a HUB International company was acquired by HUB International in 2024. Located throughout Pennsylvania, Legacy is a fee based financial planning firm providing objective financial advice and services to individuals and businesses through their advisors affiliation with Commonwealth Financial Network, an independent broker/dealear-RIA. Shaping your financial destiny requires a helping hand and adherence to a plan that manages not only the opportunities you encounter, but also the risk. At Legacy Planning Partners, our passion is helping our clients take the financial path to the life they want.
We offer independent advice and financial solutions to individuals, families and businesses in the areas of: Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, & Retirement Plan Services.
The Financial Advisors of Legacy Planning offer securities and advisory services through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB Retirement and Private Wealth is not registered as a broker/dealer or Registered Investment Adviser. HUB and Commonwealth are separate and unrelated entities.
HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth. HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. HUB is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local business are reviewed.
