{"id":37603,"date":"2024-08-19T14:54:42","date_gmt":"2024-08-19T18:54:42","guid":{"rendered":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/?p=37603"},"modified":"2024-08-19T14:54:42","modified_gmt":"2024-08-19T18:54:42","slug":"legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first","status":"publish","type":"post","link":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/","title":{"rendered":"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First"},"content":{"rendered":"
\"\"
Dan Hazewski Sr (left), who established Legacy Planning Partners in 1985, has turned much of the day-to-day operation over to Dan Hazewski Jr.<\/figcaption><\/figure>\n

By Christine Graf<\/p>\n

For almost four decades, Legacy Planning Partners has been serving clients in Glens Falls and beyond. Established in 1985 by Dan Hazewski Sr., the family business offers a variety of services including investment management, estate and retirement planning, 529 college saving plans, IRAs, and personal and business financial planning.<\/p>\n

\u201cYou name it, we do it,\u201d said Hazewski, noting that the firm also does pro bono work in the local community.<\/p>\n

Before opening Legacy Planning Partners, he and his wife, Jan, operated several local businesses. Old-timers may remember the Snack Store, a business the couple opened in 1975.<\/p>\n

\u201cWe leased a gas station on the Northway (exit 16) and put a convenience store in it. We sold gasoline, food, snacks, and we had a delicatessen in it,\u201d said Hazewski. \u201cIf I had been smarter, I could have had a huge franchise. Stewart\u2019s was just getting going with theirs.\u201d<\/p>\n

<\/span><\/span><\/strong><\/span>As their children were nearing college age, Hazewski realized he needed to find a job that would pay him a steady income. When presented with the opportunity to sell life insurance as an affiliate of Albany Financial Group, he jumped at the chance, opening Legacy Planning Partners. Albany Financial Group\u2019s Dan Edwards was Hazewski\u2019s mentor, teaching him the ins and outs of life insurance.<\/p>\n

\u201cVery early on, the company began financial planning,\u201d he said. \u201cSo instead of being life insurance agents, we took the road of being financial planners.\u201d\u00a0<\/span><\/p>\n

After making the switch, Hazewski earned his certified financial planner (CFP) and chartered financial consultant (ChFC) certifications. Embarking on a career as a financial planner, he realized that his previous experience as a small business owner served him well, allowing him to understand the unique needs of other small business owners.<\/p>\n

\u201cI related very well to business owners,\u201d he said. \u201cI understood what it meant to be someone who owned your own business. It made for a really good background for what I do now. If you go into this industry and don\u2019t understand the risks and the way that you can forestall those risks, you are really at a disadvantage.\u201d<\/p>\n

Jan has been involved with Legacy Planning Partners since its inception, handling finances, marketing, and other duties. In 1993, Dan Jr., also a CFP, joined the firm after graduating from Siena College. The company\u2019s staff also includes Dan Jr.\u2019s wife, Alison, the firm\u2019s office manager.\u00a0<\/span><\/p>\n

\u201cAs investment managers, we do full planning. But we don\u2019t do any of that until we get to know the client,\u201d said Dan Jr. \u201cOur first meeting is a fact finder. We sit down with you and talk about your financial goals and objectives.\u201d<\/p>\n

\u201cWe get to interview you, and you get to interview us,\u201d Hazewski explained. \u201cIt\u2019s a very personal relationship where you have to have complete trust in one another.\u201d<\/p>\n

On several occasions, he said they turned away clients after realizing they weren\u2019t a good fit for the firm.<\/p>\n

\u201cIn the 1990s, I had someone come in who said they wanted to double their money in three months. I said, \u2018This isn\u2019t really the place for you. You can go down to Saratoga and try the horses.\u2019 I told him that was a better bet.\u201d<\/p>\n

\u201cNot very often\u2013but sometimes\u2013you will see someone who has already had several financial planners. You need to know what happened there,\u201d he added. \u201cIs it someone who\u00a0 has unrealistic expectations? Is it someone who is difficult to work with? If it doesn\u2019t fit, it doesn\u2019t fit. The best thing to do is to recognize that in the beginning.\u201d<\/p>\n

When working with new clients, father and son share what they refer to as the cardinal rule.<\/p>\n

\u201cOne of the cardinal rules that Dan and I tell our clients when they are interviewing with us is that if you don\u2019t understand it, don\u2019t do it. If it doesn\u2019t feel comfortable, don\u2019t do it. That applies to all parts of the financial planning world,\u201d said Hazewski.<\/p>\n

Although he has no plans of retiring, Hazewski has turned over more and more responsibilities to his son.\u00a0<\/span><\/p>\n

\u201cAs long as I have my mental capacity, I\u2019m going to be part of the firm, but Dan is going to do the planning at this point in time. My career in the last ten years has been a lot with eldercare\/elder law,\u201d he said.<\/p>\n

Several years ago, Hazewski wrote a book on the subject, one entitled Exit Right. The book provides insight into the financial, legal, and life situations that individuals may encounter as they age. \u00a0<\/span><\/p>\n

\u201cI cover a lot of important things–what you need to know as you are getting into the latter years of your life,\u201d he said.<\/p>\n

Legacy Planning Partners has no investment threshold, and prospective clients are encouraged to schedule a no-obligation consultation.<\/p>\n

\u201cWe\u2019ve been around a long time, and I think we do a really good job with our clients,\u201d said Hazewski. \u201cThey come first. Right now, there is a big push about the fiduciary rule and doing the best thing for your client. We\u2019ve always done that–right from the beginning.\u201d<\/p>\n

For more information, visit legacyplanningpartners.com<\/p>\n","protected":false},"excerpt":{"rendered":"

By Christine Graf For almost four decades, Legacy Planning Partners has been serving clients in Glens Falls and beyond. Established in 1985 by Dan Hazewski Sr., the family business offers a variety of services including investment management, estate and retirement planning, 529 college saving plans, IRAs, and personal and business financial planning. \u201cYou name it, […]<\/p>\n","protected":false},"author":89,"featured_media":37604,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48],"tags":[],"class_list":["post-37603","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-senior-living-retirement"],"yoast_head":"\r\nLegacy Planning Partners Is A Family-Run Business That Puts Its Clients First - Glens Falls Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First - Glens Falls Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"By Christine Graf For almost four decades, Legacy Planning Partners has been serving clients in Glens Falls and beyond. Established in 1985 by Dan Hazewski Sr., the family business offers a variety of services including investment management, estate and retirement planning, 529 college saving plans, IRAs, and personal and business financial planning. \u201cYou name it, […]\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/\" \/>\r\n<meta property=\"og:site_name\" content=\"Glens Falls Business Journal\" \/>\r\n<meta property=\"article:published_time\" content=\"2024-08-19T18:54:42+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg\" \/>\r\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\r\n\t<meta property=\"og:image:height\" content=\"750\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\r\n<meta name=\"author\" content=\"Jake Van Ness\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jake Van Ness\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/\",\"url\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/\",\"name\":\"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First - Glens Falls Business Journal\",\"isPartOf\":{\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg\",\"datePublished\":\"2024-08-19T18:54:42+00:00\",\"author\":{\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#\/schema\/person\/a11ec438b5f0e57f1156754ba3931b86\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#primaryimage\",\"url\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg\",\"contentUrl\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg\",\"width\":1200,\"height\":750,\"caption\":\"Dan Hazewski Sr (left), who established Legacy Planning Partners in 1985, has turned much of the day-to-day operation over to Dan Hazewski Jr.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#website\",\"url\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/\",\"name\":\"Glens Falls Business Journal\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#\/schema\/person\/a11ec438b5f0e57f1156754ba3931b86\",\"name\":\"Jake Van Ness\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/0d74f7533bd2ebb3908a187893d5eafbf1ee7752b11715c976372134cbea918d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/0d74f7533bd2ebb3908a187893d5eafbf1ee7752b11715c976372134cbea918d?s=96&d=mm&r=g\",\"caption\":\"Jake Van Ness\"},\"url\":\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/author\/jakev\/\"}]}<\/script>\r\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First - Glens Falls Business Journal","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/","og_locale":"en_US","og_type":"article","og_title":"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First - Glens Falls Business Journal","og_description":"By Christine Graf For almost four decades, Legacy Planning Partners has been serving clients in Glens Falls and beyond. Established in 1985 by Dan Hazewski Sr., the family business offers a variety of services including investment management, estate and retirement planning, 529 college saving plans, IRAs, and personal and business financial planning. \u201cYou name it, […]","og_url":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/","og_site_name":"Glens Falls Business Journal","article_published_time":"2024-08-19T18:54:42+00:00","og_image":[{"width":1200,"height":750,"url":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg","type":"image\/jpeg"}],"author":"Jake Van Ness","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Jake Van Ness","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/","url":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/","name":"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First - Glens Falls Business Journal","isPartOf":{"@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#primaryimage"},"image":{"@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#primaryimage"},"thumbnailUrl":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg","datePublished":"2024-08-19T18:54:42+00:00","author":{"@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#\/schema\/person\/a11ec438b5f0e57f1156754ba3931b86"},"breadcrumb":{"@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#primaryimage","url":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg","contentUrl":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2024\/08\/legacyplan-h.jpg","width":1200,"height":750,"caption":"Dan Hazewski Sr (left), who established Legacy Planning Partners in 1985, has turned much of the day-to-day operation over to Dan Hazewski Jr."},{"@type":"BreadcrumbList","@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2024\/08\/legacy-planning-partners-is-a-family-run-business-that-puts-its-clients-first\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/"},{"@type":"ListItem","position":2,"name":"Legacy Planning Partners Is A Family-Run Business That Puts Its Clients First"}]},{"@type":"WebSite","@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#website","url":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/","name":"Glens Falls Business Journal","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#\/schema\/person\/a11ec438b5f0e57f1156754ba3931b86","name":"Jake Van Ness","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/0d74f7533bd2ebb3908a187893d5eafbf1ee7752b11715c976372134cbea918d?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/0d74f7533bd2ebb3908a187893d5eafbf1ee7752b11715c976372134cbea918d?s=96&d=mm&r=g","caption":"Jake Van Ness"},"url":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/author\/jakev\/"}]}},"_links":{"self":[{"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/posts\/37603","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/users\/89"}],"replies":[{"embeddable":true,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/comments?post=37603"}],"version-history":[{"count":1,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/posts\/37603\/revisions"}],"predecessor-version":[{"id":37605,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/posts\/37603\/revisions\/37605"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/media\/37604"}],"wp:attachment":[{"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/media?parent=37603"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/categories?post=37603"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-json\/wp\/v2\/tags?post=37603"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}