Jan Graybill, Cfp®, Clu, Chfc, Cepa®, Msfs Email & Phone Number

With 44 years of experience as a financial planner and the founding partner of Legacy Planning, I am proud to have taken on the lead role of our Advanced Planning Department. This department is tasked with reviewing all complex Financial Plans prepared by Legacy Planning Advisors. The mission of this department is: “Provide the latest tools and techniques for helping clients attain their financial goals”. Information is key to every choice we make today. My department delivers critical information around business continuity, asset protection, income and estate planning, tax reduction strategies plus Charitable Planning and multi-generational wealth planning. In order to accomplish this, we are in contact with many of today’s leading experts in the Legal, Accounting, Retirement & Investment professions. The analysis and implementation of our findings has become an important value-add and integral part of Legacy’s Financial Planning Process. I have a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, I’m a Certified Financial Planner™ professional (CFP®) and a Certified Exit Planning Advisor (CEPA®).My wife Alisa and I reside in the Lehigh Valley close to our two daughters and their families which combined have given us five grandsons. In addition, we are very proud of our daughters’ ongoing contributions to Legacy Planning’s success as they have both been employees now for over a decade. When not spending time with our grandchildren we also enjoy visits to our home in Ocean Reef, Key Largo, FL.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 3440 Hamilton Blvd., Allentown, PA 18103, 484.765.9100. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Listed skills include Estate Planning, Financial Advisory, Investments, Risk Management, and 8 others.

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  Financial Advisor

  Legacy Planning Partners

  Jun 1980 - Present - Plymouth Meeting, Pa, Us