Legacy Planning continues to expand its suite of comprehensive financial services designed to guide individual and family investors through complex wealth-building and retirement-planning options. This Tallahassee Financial Advisor emphasizes personalized strategies, fiduciary standards, and collaboration with trusted professionals to help clients meet long-term financial objectives.
Founded by partners Robin Vernon and David Grulich, financial professionals with extensive experience in investment strategy and retirement income planning, Legacy Planning comprises a team of knowledgeable financial advisors with the expertise to help clients navigate a spectrum of challenging financial decisions. The firm’s services range from tailored wealth management and investment planning to retirement income strategies and estate planning coordination.
At the core of the firm’s service model is a structured advisory process that begins with an in-depth assessment of a client’s financial documents, risk tolerance, and long-term goals. Using advanced planning technology, advisors analyze cash flow, insurance needs, estate objectives, and investment portfolios to create personalized plans that reflect each client's priorities. These strategies are regularly reviewed and adjusted as personal circumstances and market conditions evolve.
With deep roots in the Tallahassee community, the firm’s advisory team operates under a fiduciary standard of care, meaning advice is legally obligated to be in the best interest of clients. This standard underscores the firm’s commitment to transparency and accountability, particularly in designing fee-based investment portfolios and recommending solutions that align with clients’ financial goals.
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success,” said Vernon.
The firm’s methodology prioritizes education and transparent communication, enabling clients to understand the reasoning behind each recommendation and to make informed decisions about their financial futures.
For more information, visit www.planwithlegacy.com
In addition to core financial planning and investment management, Legacy Planning offers services in tax planning strategies, retirement plans including 401(k) and 403(b) planning, and education funding for families preparing for college expenses. The firm’s holistic approach also incorporates disability income insurance, life insurance, and long-term care insurance to provide a comprehensive safety net for clients.
“No one strategy fits everyone, which is why every client gets our undivided attention. From planning to execution to follow-up, we take a proactive team approach to helping clients develop a strategy to address their financial goals and objectives, using the most efficient methods available, as they maneuver through a complex financial-services world,” said Grulich.
In this respect, a significant part of the work involves retirement preparation, where Legacy Planning advisors help assess income gaps, implement tax-efficient withdrawal strategies, and optimize Social Security claiming decisions. This integrated planning seeks to support clients as they transition into retirement with confidence and clarity.
The firm also works closely with clients’ existing professional advisors, including attorneys, accountants, and insurance specialists, to ensure that estate plans and legacy goals are fully coordinated with each client’s broader financial picture. This collaboration helps align wealth transfer and tax considerations with long-term family objectives.
Operating from its Tallahassee office, Legacy Planning serves a diverse clientele whose needs vary from simple financial planning to complex wealth management and legacy preservation. With a focus on long-term security and transparent client communication, the firm aims to help clients navigate complex financial decisions and pursue their financial goals with clarity and confidence.
About the Firm:
Legacy Planning is a Tallahassee–based financial advisory firm offering comprehensive wealth management, retirement planning, and investment services for individuals and families. Adhering to a fiduciary standard, the firm develops personalized financial strategies informed by detailed client assessments and advanced planning technology. Services include tailored investment portfolios, tax and retirement planning, insurance solutions, and estate planning coordination. Legacy Planning collaborates with legal, tax, and insurance professionals to provide cohesive financial guidance.
Media Contact
Company Name: Legacy Planning
Contact Person: Robin Vernon
Phone: +18509729692
Address:2618 Centennial Pl
City: Tallahassee
State: FL 32308
Country: United States
Website: www.planwithlegacy.com
