Our Philosophy

“We inspire people to create the life they want, on their terms.”

Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that their financial future is healthy.  Education is the backbone of our practice, and we take pride in helping people learn in an easy to understand and lasting way.  We are dedicated to ensuring an exceptional customer experience, which has been proven by the trust our clients have placed in us through the business and referrals they have given.  Our Legacy family looks forward to serving your needs today!


The Client Portal is your one-stop shop for an aggregate view of all of the accounts we manage for you.  You will also find your quarterly performance reports along with a secure online vault and messaging system.


Account Access is where you’ll find information about all of your TD Ameritrade accounts.  View an account overview, as well as consolidated and individual balances, positions, history with past statements and tax documents.