In the realm of financial advisory, it’s a rarity to find a firm that not only comprehends the nuances of your business but also shares the same entrepreneurial spirit that drives you. At Legacy Planning, this rarity is our reality. Led by our founder, Jagruti Panwala, who hails from a lineage of entrepreneurs and hotel proprietors, we bring a unique blend of firsthand experience and financial expertise to the table. Jagruti is an independent financial advisor with over 25 years of experience whose goal is to personalize financial planning based on your specific needs to best serve your future.