Timely Support
We Respond within 48 Hours
You'll never be left waiting — our team is committed to getting back to you within two business days with the answers you need.
Personalized Planning
Tailored Solutions for Every Family
We take the time to understand your goals, then craft a financial plan that fits your lifestyle, values, and future dreams.
Friendly Agent
Support from Someone Who Cares
You'll always speak with a real person who listens first, then helps create solutions tailored to your family's needs and dreams.
Our Services
What We Offer to Protect & Grow Your Future
From protecting what matters most to building a financial legacy.
Life Insurance
Whether you need coverage for short-term responsibilities like a mortgage or long-term wealth transfer across generations, we offer flexible solutions including Term Life, Whole Life, and Universal Life — each designed to protect what matters most at every stage of life.
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Start building your future today. Customized investment plans that help grow your wealth with purpose and peace of mind.
Learn MoreEstate Planning
Plan with intention. From wills to beneficiary strategies, we help ensure your assets are passed on smoothly and stay within your family.
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3
Pillars: Protect · Grow · Secure
Why Choose Us
Why Choose Legacy Financial Planning for Your Financial Journey?
At Legacy Financial Planning, we believe true financial security comes from a holistic approach that considers every aspect of your financial well-being. Our dedicated team is committed to guiding you through a comprehensive strategy focused on three key pillars: protecting your hard-earned money, strategically growing your wealth for the future, and ensuring your legacy is secure through meticulous estate planning. We work tirelessly to ensure that when it comes to your financial future, no family is left behind.
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Our Team
Meet the Legacy Financial Planning Team
Behind every successful financial plan is a trusted partnership. Meet the advisors of Legacy Financial Planning, united in our commitment to protect, grow, and secure your family's wealth.
Ly Dich
Mutual Funds Advisor
Before entering the world of finance, Ly spent several years as a teacher — an experience that shaped his deep appreciation for education, clear communication, and lifelong learning. Ly believes that financial confidence starts with understanding, and he is passionate about helping individuals and families make informed decisions that align with their goals and values. Whether you're planning for the future or navigating life's unexpected turns, Ly is here to offer guidance, clarity, and support every step of the way.
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Anson Hardjojo
Licensed Financial Professional
Anson helps clients build a strong financial foundation through education, focusing on long-term growth and security. He is passionate about empowering families to achieve their retirement dreams while ensuring their current assets remain protected.
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Let's Build Your Legacy Together
Don't wait to build the financial future you envision. Connect with us today to start planning for lasting security and prosperity.
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Our Latest Insights
Stay informed and empowered on your financial journey. Our blog features expert insights, practical tips, and timely updates designed to help you make confident decisions for your family's future.