Protecting Your Family. Planning Your Future.

Services We Offer

Pre & Post Retirement Planning

There is no “one size fits all” approach to retirement planning; working with an independent investment advisor representative is critical for an agnostic approach. I will put together a custom plan to address your concerns. 

Services Offered:              

  • Protect, building and growing your retirement nest egg

  • Maximizing your social security

  • Creating income for life

Enhanced Planning

Many people mistakenly believe that enhanced planning is only for the rich. We believe that nothing could be further from the truth! In our opinion, almost everyone can benefit from reviewing our checklist and consider completing some or all these documents.

Call, text or email for a personal copy!

Don't know where to start? No need to panic. We have a list of local referrals for you as well! 

Traditional Life Insurance

Life insurance has a variety of uses. Whether you want to leave a legacy, relieve a burden, or save for the future, we can help. We will compare companies to ensure you get the proper coverage. 

We form lasting relationships with our clients and we will be by your side at every turn.


Medicare Solutions

Are you tired of the commercials, mail, and phone calls? Let us help you navigate the decisions  required when you become medicare eligible.


Meet Your Fiduciary & Friend Danielle Byrne

Danielle Byrne started her career in 2012 after graduating with honors from St. Leo University with an MBA. As a dedicated mom of two, Danielle knows the importance of planning for the future and treating others with the care and attention they deserve. She approaches her clients as friends, always prioritizing their best interests and helping them grow their wealth with the same mindfulness she applies to her own life.

Meet the Team

  • Danielle Byrne, MBA

    Owner

    Financial Advisor

    Danielle Byrne started her career in 2012 after graduating with honors from St. Leo University with an MBA. As a dedicated mom of two, Danielle knows the importance of planning for the future and treating others with the care and attention they deserve. She approaches her clients as friends, always prioritizing their best interests and helping them grow their wealth with the same mindfulness she applies to her own life.

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  • Amy Bailey

    Vice President of Operations
    With 14 years of experience in life insurance and financial planning, Amy is a a dedicated professional who takes pride in multitasking, effective communication, and contributing to the efficiency of Legacy Financial Planning & Insurance Services. Since 2016, She has thoroughly enjoyed working alongside Danielle. During her free time, she cherishes moments with her beautiful granddaughters, Lorelai and Kelsi, and indulges in her passion for aquariums

  • Rianne Woudsma

    Administrative Assistant

    Rianne is currently a Graduate Student at Old Dominion University working on her Master's in Aerospace Engineering, hoping to become an astronaut. She graduated from Longwood University with a major in physics and minor in math. In her free time, she enjoys reading, photography, outdoor activities, and helping others/volunteering.  

  • Marketing Director

    Nicole has over 13 years of experience in the ever-evolving digital marketing world, specializing in branding and web design. As Marketing Director at Legacy Financial Planning, she manages appointment setting, website development, social media and branding strategies. A 2011 graduate of Ramapo College, Nicole brings creativity and expertise to each project. Outside of work she enjoys health, fitness, nature, writing and spending time with her 3 children.

Get in Touch

If you are considering professional financial guidance and just have general questions, please provide your information. We look forward to assisting you and discussing how we can help meet your needs.