Legacy Financial, LLC

Legacy Financial, LLC ​Legacy Financial Partners is a compassionate firm providing clients with customized strategies for retirement income. Call us today to find out how.

We want to help your family find a path to a retirement they can look forward to.

Address

4321 W. College Avenue Ste. 200
Appleton, WI
54914

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Meet Dan Chippeaux

Throughout his career, Dan has been assisting people of all ages through the many financial stages of life. He has a passion for helping people understand and navigate the ever-changing world of retirement income planning. After working with a wide variety of clients, Dan has been drawn to guiding people through the process of making reliable retirement planning a focused reality.

In addition to his role at Legacy Financial Partners, Dan functions as a community outreach liaison in assisted living communities across Wisconsin. He also serves as a volunteer advocate dedicated to assisting qualified senior veterans and their spouses through the process involved in attaining benefits related to affording long-term health care.

Dan, his wife Kathy, and their two daughters, support several local charitable organizations as part of their family’s stewardship. The Miracle League of the Fox Valley, Appleton West High School Athletic Boosters, and the local church are supported as part of the family’s volunteer focus. Dan also served as part of the Executive Board of Directors at their local Church for 10 years and continues to support the Men’s Ministry Group activities and a 501(c)3 Teen Outreach program, Faith for Life.

Dan and his family currently reside in Appleton, Wisconsin, where they enjoy spending time on the lakes of Northern Wisconsin, outdoor sports activities and the Green Bay Packers.