About Our Firm

With Legacy Financial Partners, helping you meet your financial needs is our first priority.

Our Firm

Legacy Financial Partners’ mission is to give everything of ourselves to help build up and bring real, tangible value to our clients, our families and the communities we so gratefully serve. In doing so, it is our endeavor to become the most sought-after firm in South Florida, known not only for our experience, integrity and ingenuity, but for our strong, long-lasting relationships; extraordinary service; profound sincerity; and an unparalleled, deep commitment to the hearts and lives of everyone we meet for generations to come.

Serving South Florida, including Palm Beach, Martin, Broward and Miami-Dade counties, our firm offers the following financial products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax-minimization strategies, long-term care planning, IRA and 401(k) rollovers, estate planning and tax planning.

Let's Look Forward

Meet Michael Martin

Co-Founder of Legacy Financial Partners

Michael Martin is a partner and the director of investments and insurance at Legacy Financial Partners. Throughout his career in the financial services industry, Michael’s investment philosophy for his clients has always emphasized the importance of “making money and saving money — as safely as possible.” The cornerstone of his philosophy is a primary objective of risk mitigation and value-added growth.

Michael advises corporations, business owners, high net worth individuals and families on how to save money and make money on a tax-favored basis, always with a goal to minimize the risk of loss — or, if possible, to eliminate it completely. It has been his honor to share this focus and its technical implementation with other financial advisors and firms across the nation.

He focuses on creating strategies intended to:

  • Generate tax-free income
  • Protect and preserve capital and wealth
  • Maximize return on savings
  • Structure business and legacy plans
  • Help create retirement income plans

Michael studied psychology at West Virginia State University and from there shifted into the financial services industry. He has Series 7 and Series 66 securities licenses and maintains life, health and variable annuity licenses in Florida, North Carolina and Illinois.

As a fiduciary, Michael considers it his responsibility to be constantly at the forefront of new information and the cutting-edge technology that allows him to provide the highest level of service not only to his clients but to the advisors he mentors as well. He has been featured in The Wall Street Journal, U.S. News & World Report, The Suit Magazine and The Street, as well as on the local NBC news affiliate.

Raised in West Virginia with strong family values, Michael is a dedicated family man and is happily married to Katherine Martin. The couple lives in Palm Beach Gardens, Florida, with their three beautiful children: Michael, Kaitlyn and little Harrison. A huge movie buff, Michael also enjoys vacationing with his family and fine dining. He is a devout Christian and considers his faith in everything he does.

Meet Arnaldo Coucelo

Arnaldo J Coucelo is a partner and the director of tax and accounting at Legacy Financial Partners. Arnaldo believes in listening to a client’s concerns and ideas as well as considering all facets of a client’s life to recognize tax savings and strategies that can be assimilated into a client’s overall objectives.

Arnaldo achieves client objectives for individuals, partnerships, corporations and franchisees. He focuses on establishing a relationship that simplifies the many possibilities available in the tax and accounting arena.

He centers his focus on:

  • Comprehensive Business Planning
  • Tax Analysis and Strategies Implementation
  • Individual & Business Entities Tax Returns Preparation
  • IRS Audit Representation
  • Compliance Advisory Services
  • Internal Controls Evaluation

Arnaldo obtained a Bachelor of Science in Finance and Accounting from Palm Beach Atlantic University and has over 17 years of public and private sector accounting knowledge. He is fluent in Spanish. A member of the National Society of Accountants and an Internal Revenue Service registered tax professional.

Born in Spain and raised in West Palm Beach, Florida, Arnaldo is one of two siblings in a close-knit family. He enjoys a variety of outdoor activities and taking in as much travel as possible.

Arnaldo Coucelo is not affiliated with Madison Avenue Securities LLC.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@LFPfinancial.com or call us at 561-683-3000 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for Michael?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Have Questions for Arnaldo?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Securities and Advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC, a registered investment advisor. Insurance services offered through Legacy Advisors, Inc. and Tax and Accounting services offered through Legacy Tax, Inc., both of which are subsidiaries of Legacy Financial Partners, LLC. Legacy Financial Partners, LLC and its subsidiaries are not affiliated with Madison Avenue Securities, LLC. Arnaldo Coucelo is not affiliated with Madison Avenue Securities LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.