J. David Harper Jr., Chfc Email & Phone Number

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 content, which we cannot verify completeness or accuracy of.

Listed skills include Investments, Financial Services, Leadership, Strategic Planning, and 24 others.