About Us
At Legacy Capital Planners, everything begins with you — your lifestyle, your priorities, and the life you want to continue enjoying. We take the time to understand what matters most to you, how you view risk, and what this stage of life looks like from your perspective. From there, we thoughtfully design a financial strategy that aligns all the moving parts into one cohesive plan.
Our approach is centered on protecting your way of life through changing economic conditions while positioning your assets for long-term growth and impact. Whether your goals include travel, family, philanthropy, or leaving a meaningful legacy, we help ensure your resources support those ambitions. To do that effectively, we take a comprehensive view — addressing wealth management, tax strategy, estate planning, Social Security decisions, healthcare expenses, inflation, and more.
At Legacy Capital Planners, retirement planning isn’t a single decision — it’s a coordinated strategy built around your definition of success.
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Who We Are
We are not a sales-driven financial firm, and we don’t push products. Instead, we are an education-focused advisory firm dedicated to delivering personalized financial guidance rooted in strategy and building customer relationships. Our role is to help you understand your options, provide informed recommendations, and implement a plan tailored specifically to your goals, values, and vision for the future.
From design to execution and ongoing maintenance, we serve as long-term partners in your financial journey. Our client-first philosophy means every recommendation is made with your best interests in mind — always.
OUR COMMITMENT
We have a fiduciary duty, which is a legal obligation where we are required to act in the best interest of our clients. This duty involves a high standard of care and loyalty, where we are expected to prioritize client’s interests above our own.
This commitment is foundational to who we are. Our firm was built with the purpose of putting clients first and empowering them through education. That purpose was born from firsthand experience — working within sales-driven environments where limited tools and quota pressures too often shaped client outcomes. Over time, it became clear that our passion was not selling products, but building thoughtful, customized retirement strategies that integrate growth, protection, and tax efficiency across multiple planning philosophies. That realization became the cornerstone of our firm today.
Our Team
A strong retirement plan is supported by more than numbers — it’s backed by people who genuinely care. At Legacy Capital Planners, our advisors, planners, and support professionals bring decades of combined experience, along with a shared dedication to your confidence and peace of mind.
We believe lasting relationships matter. Meet the team committed to supporting you not just now, but throughout every phase of your retirement journey.
What We Can Help You With
Legacy Capital Planners is an independent firm specializing in retirement and estate planning for individuals approaching or already in retirement. We focus on wealth management and preservation, income planning, tax efficiency, asset protection, healthcare planning, and legacy distribution.
By working with a select group of clients, we are able to deliver highly personalized strategies designed to support long-term growth, financial security, and tax-conscious decision-making — all aligned with your specific goals and priorities.
Income Planning
Tax Planning
Wealth Management
Estate & Legacy Planning
Healthcare Planning
Social Security Planning
We Treat Our Clients Like Family
We strive to help our clients with every aspect of their financial future. Here are just a few that we've helped on their way to financial freedom.
Choosing Legacy Capital was one of the best financial decisions we’ve ever made. The team is incredibly knowledgeable, professional, and genuinely committed to our long-term success. We’ve truly had an outstanding experience!
- L. Bluhm
An exceptional team of advisors. They spend significant time understanding your financial needs and develop thoughtful personalized plans to position you for success. Incredibly kind and caring in their approach. Very knowledgeable and demonstrate tremendous foresight regarding the market. Their strategies are keeping us stable during these incredibly tumultuous time strengthening my confidence that we will get through these market uncertainties with our retirement plans in tact. Highly, highly recommend Legacy. Call them and you will see for yourself.
- C. Figueroa
I’m thankful, every day, for Legacy Capital Planners! They handle all my affairs and I can freely move about my life with no worries about my future. They care about every one of their clients as if they are part of their family. Today I’m thankful for this wonderful apple pie that they gave me, to share with my family for Thanksgiving dinner!
- C. Jones
We have had very good results in our time with Legacy. Mike, Todd, Brian and the staff have helped us tremendously thru the years up to and in retirement.
- B. Fisher
I would like to extend my gratitude to Patrick Reinheimer and the staff at Legacy Capital Planners for their exceptional presentation and follow-up during my personal review of retirement financial planning. His expertise illuminated my future forecast for retirement income, ensuring that my family and I will benefit from both our personal investments and his precise advice. I highly recommend Patrick and his team as top choices for financial planning, both now and for future retirement options. They truly exemplify 5 Star excellence in the field.
- flavar4u2
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
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