Our Members

Plan Your Legacy works with private wealth consultants, national and regional brokerage firms, mutual fund companies, money management firms, insurance companies, and law firms.

Here is a partial list of organization we have worked with:

• AM&M Financial Services, Inc.
• American Express (Ameriprise)
• Cambridge Investment Research, Inc.
• Capitas Financial, LLC
• Commonwealth Financial Network
• Ensemble Financial Services
• InKnowVision
• The Legacy Companies
• Lincoln Financial
• Mutual of Omaha Insurance Co
• UBS
• ING Financial Partners