JAN GRAYBILL

Achievement 1

Founding Partner of Legacy Planning, a Financial Services Firm built on delivering Financial Advice as its primary value.

Achievement 2

Legacy Planning targeted 3 distinct business markets: Business Owner Transition, Family Office Services & Retirement Plan Services. Strategically growing company over a 25-year period through both organic growth and external acquisitions.

Achievement 3

Employed EPI's value acceleration methodology to successfully transition business to a strategic buyer in 2024. Retaining all of our employees and culture.

Jan Graybill serves as a strategic advisor with Legacy Planning’s Business Owner Advisory Team (BOAT), which specializes in guiding entrepreneurs and private business owners through the critical phases of pre- and post-succession planning. This team facilitates a holistic approach, coordinating clients' existing consultants (advisors, business coaches, attorneys, accountants, agents) and aligning personal financial plans with business goals to maximize business value. Legacy empowers business owners with the knowledge and strategic preparation essential for a successful transition, focusing on delivering clarity around the crucial "Keep or Sell" decision.

Jan also leads Legacy's Advanced Planning Department, a vital resource dedicated to equipping clients with the most advanced tools and techniques. By overseeing the review of intricate financial plans, the department delivers crucial insights into business continuity, asset protection, income and estate planning, tax reduction strategies, charitable planning, and multi-generational wealth planning.

Leveraging extensive experience and a network of leading legal, accounting, retirement, and investment professionals, Jan supports both our advisors and clients by coordinating research and strategic planning. This expertise provides an invaluable and integral component of the comprehensive financial planning process.

Jan has a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®).

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP) , doing business as HUB Retirement and Wealth Management, an SEC registered investment advisor. Insurance services offered through HUB International. GRP, HUB Retirement and Wealth Management and HUB International are separate entities from and not affiliated with LPL Financial.

Achievement 1

Founding Partner of Legacy Planning, a Financial Services Firm built on delivering Financial Advice as its primary value.

Achievement 2

Legacy Planning targeted 3 distinct business markets: Business Owner Transition, Family Office Services & Retirement Plan Services. Strategically growing company over a 25-year period through both organic growth and external acquisitions.

Achievement 3

Employed EPI's value acceleration methodology to successfully transition business to a strategic buyer in 2024. Retaining all of our employees and culture.

Jan Graybill serves as a strategic advisor with Legacy Planning’s Business Owner Advisory Team (BOAT), which specializes in guiding entrepreneurs and private business owners through the critical phases of pre- and post-succession planning. This team facilitates a holistic approach, coordinating clients' existing consultants (advisors, business coaches, attorneys, accountants, agents) and aligning personal financial plans with business goals to maximize business value. Legacy empowers business owners with the knowledge and strategic preparation essential for a successful transition, focusing on delivering clarity around the crucial "Keep or Sell" decision.

Jan also leads Legacy's Advanced Planning Department, a vital resource dedicated to equipping clients with the most advanced tools and techniques. By overseeing the review of intricate financial plans, the department delivers crucial insights into business continuity, asset protection, income and estate planning, tax reduction strategies, charitable planning, and multi-generational wealth planning.

Leveraging extensive experience and a network of leading legal, accounting, retirement, and investment professionals, Jan supports both our advisors and clients by coordinating research and strategic planning. This expertise provides an invaluable and integral component of the comprehensive financial planning process.

Jan has a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®).

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP) , doing business as HUB Retirement and Wealth Management, an SEC registered investment advisor. Insurance services offered through HUB International. GRP, HUB Retirement and Wealth Management and HUB International are separate entities from and not affiliated with LPL Financial.