Legacy Planning, a HUB International Company Email Format

Financial ServicesPennsylvania, United States11-50 Employees

Legacy Planning is an independent, fee-based financial planning firm that provides objective financial guidance to individuals and businesses. Its offerings cover planning, investment management, risk management and protection, debt and cash flow planning, estate and tax planning, and retirement plan services. As part of HUB International, the firm coordinates with LPL Financial for securities, Global Retirement Partners for advisory services, and HUB International for insurance offerings. Based in Horsham, Pennsylvania, Legacy Planning serves individuals, families, and business clients seeking structured financial approaches that balance opportunities with risk. In January 2025, HUB International completed its acquisition of Legacy Planning Partners, integrating the firm into its broader financial services network.

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