About

Family-owned and operated in the heart of Brentwood, Tennessee

Living Legacy Planning is a Christ-centered family-owned financial service business rooted in the heart of Brentwood, Tennessee. Our commitment to serving our community with integrity and personalized care stems from the values we uphold within our own family. With a deep understanding of the importance of financial security, we strive to offer tailored solutions that protect, preserve, and grow your assets for generations to come.

The best partner for investment security and growth

At Living Legacy Planning, we uphold ourselves on being the best partner for your investment security and growth. Our dedicated professionals ensure your financial future is safeguarded with care and expertise. Trust us to provide comprehensive strategies tailored to your unique needs and goals.

Our experienced professionals deliver personalized solutions for growth and stability. Partner with us to experience the excellence and reliability that define Living Legacy Planning.

Best management services

Exp. Professional agency

CONSULTATION

Meet our expert to help you secure your assets!

Matt Cole

Fiduciary