Legacy Path Advisors

About

Legacy Path Advisors is a financial planning and investment services firm located in Gallatin, TN. We offer a wide range of services to our clients, including portfolio management, retirement strategies, risk management, estate strategies, life insurance, debt management, extended care, education strategies, social security strategies, cash flow analysis, charitable giving/legacy planning, and financial education. We have team of experienced financial professionals who are dedicated to helping our clients achieve their financial goals. We understand that everyone's financial situation is unique, and we work with our clients to develop a customized plan that meets their individual needs.

Frequently Asked Questions