Helping companies build strong leadership teams and keep them.
Our goal is to help leadership teams and business owners retain their key leaders, protect the value of the business, and achieve financial independence.
Legacy is an Atlanta-based financial services firm that believes that the key to unleashing your company’s full potential is the 3 Wins Framework.
The starting point is the Shareholder Win: What does the business owner want to accomplish financially—and by when?
Second, the Company Win: What does the company need to achieve to support the OWNER’s financial goals?
And, finally, the Key Leader Win: How can the company help key employees reach THEIR financial goals, which, in turn, will contribute to both the Company and Shareholder Wins?
The idea here is that when you pursue the Shareholder, Company, and Key Leader Wins—all in concert—you'll see a level of collaboration in your business that becomes a force multiplier to achieve breakthrough performance.
The Legacy team calls this dynamic the Collaboration Effect on Profits.
We help you discover and deploy the financial strategies and tools you need to put the Collaboration Effect on Profits in motion in your business—and in your personal financial life.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 11175 Ciecero Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacyadvisorypartners.com
- Keywords
- Qualified & Non-qualified, Defined Contribution, Defined Benefit, Executive Benefit & Wealth Management, DC & DB Advisory Services, Small Business Growth Strategies, Executive Team Reward Plans, Owner Financial Independence, Leadership, Management Consulting, Leadership Consulting.
- HQ
- Alpharetta, GA
Legacy Advisory Partners Questions
Legacy Advisory Partners's website is legacyadvisorypartners.com
Legacy Advisory Partners's LinkedIn profile is https://www.linkedin.com/company/legacy-executive-benefits
Legacy Advisory Partners has
7 employees.
View email and phone details for 7
employees at Legacy Advisory Partners.
Legacy Advisory Partners's industry is
Financial Services
Legacy Advisory Partners's top competitors are
Charis Legacy Partners,
The Advisory Firm, Llc,
Ceo Advisory Partners,
Northlink Legacy Partners,
Buzzhive Marketing Inc.,
Cornerstone Legacy Partners,
Antico Pizza Napoletana,
Strategic Advisory Partners,
Southwind Legacy Partners,
Daedalus Growth Partners.
Legacy Advisory Partners's categories are Financial Services
Legacy Advisory Partners's founding year is 2000
