Meet with

Legacy Financial Partners


Get started in 3 easy steps:

1. Discover

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

2. Evaluate

Using the Big Picture BlueprintTM Planning Process, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Get started now!


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Contact Us


Phone: 561.467.4100


Fax: 561.622.8871

Address: 1601 Belvedere Road, Suite 305-S
West Palm Beach, FL 33406

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