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Robert B

Series 63, Series 65

Suwanee, GA

Legacy Planning Advisors, LLC

Robert Black Jr. is a financial advisor with Legacy Planning Advisors, LLC and holds Series 63 and Series 65 licenses, with 34 years of industry experience. He has worked at Legacy Planning Advisors and its predecessor since 1996 and is also associated with The Strategic Financial Alliance, Inc. Since 1997, he has served as an elder at a local church. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach primarily implemented through third-party managers, with additional services including retirement plan consulting and participant education.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Christopher C

CFP®, Series 66

Suwanee, GA

Legacy Planning Advisors, LLC

Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Samuel H

Series 66

Suwanee, GA

Legacy Planning Advisors, LLC

Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Peter G

CFP®, Series 63

Suwanee, GA

Legacy Planning Advisors, LLC

Peter Geckeler is a CFP® with two years of experience at Legacy Planning Advisors, LLC. He has also worked with The Strategic Financial Alliance, Inc. since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach with periodic reviews and rebalancing, leveraging third-party managers and custodial platforms to implement strategies.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Derek B

CFP®, Series 63

Suwanee, GA

Legacy Planning Advisors, LLC

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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