Our Story

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 Alan’s wife and said “ 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 well”. Obviously, this act of kindness and compassion deepened their friendship, but it also pointed out the dire need to have a strategy to continue serving our clients in the event of our illness or death.

Through the miracles of God and modern medicine, Alan is doing well and through this horrible circumstance, Alan and Carl have joined forces to create Legacy Wealth Concepts to ensure our clients continue to receive the service and guidance they deserve.