General Info

Legacy Wealth Concepts was born out of a relationship of friendship, trust, respect, and even tragedy. Carl Bendedict and Alan Stephenson met through their association with United Planners Financial Services and quickly earned mutual respect. Over the years they became close friends and often consulted with each other when working with clients. As time went on, their friendship grew. In 2016, Alan was diagnosed with a very aggressive form of cancer. During this time of uncertainty, Carl contacted Alanâ??s wife and said â?? Please let Alan know that I have put together a team of our friends that are advisors and we will take turns running his practice while he focuses on getting wellâ??.