2618 Centennial Place, Tallahassee, FL 32308

Home
Build | Secure | Prosper
About Us
Resources
Client Login

Presentations

Presentations

Financial Principles

Strategically Managing Debt

Contracts and Entities

Protect Your Assets

Empowering Your Career

Contact

Office: (850) 972-9692

2618 Centennial Place

Tallahassee, FL 32308

katherine@planwithlegacy.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Disclosures and Licensing:
We are licensed to offer investment products in the following jurisdictions: AL, AK, AZ, AR, CA, CO, DC, FL, GA, IN, KY, LA, ME, MA, MI, MO, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
We are licensed to offer insurance products in the following jurisdictions: AL, AK, AR**, AZ, CA*, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, ME, MD, MA, MI, MO, MS, NV, NJ, NY, NC, OH, OK, OR, SC, TN, TX, UT, VA, WA, WY
*David Grulich CA Insurance License No. 0I79445, State of Domicile: Florida
*Robin Vernon CA Insurance License No. 4192787, State of Domicile: Florida
**David Grulich AR Producer License No. 12158119, State of Domicile: Florida
We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (SIPC.org). OSJ: 4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609, 813-637-6340. Legacy Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202802-8107783

Online Privacy Policy | Legal Notices