About Legacy Wealth Concepts
Our philosophy is simple: there is no one else just like you.
As Investment Advisor Representatives, we serve as Fiduciaries. That means it’s our obligation to put your needs first in every decision. The relationships we build with our clients are deeply personal and confidential — and that trust is the foundation for creating a plan that truly fits your life.
With a strong understanding of personal finance and years of professional training, we help clients prepare for the future with clarity and confidence. After decades in the financial services industry, our advisors have earned a reputation for honesty, integrity, and competency.
Meet Our Team
Alan Stephenson
Investment Advisor Representative
Legacy Wealth Concepts
Call: 318-324-8410
Email: ahstephenson@unitedplanners.com
Client-Centered Guidance
Whether you’re investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long‑term goals. Our team has years of experience in financial services, and we’re here to help you address today’s needs and plan for many years to come.