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!
eMoney allows you to view your accounts you have with TD Ameritrade but it also has a powerful data aggregation feature. This data aggregation feature allows you to link all of your financial accounts. Once this is done, you will have a single secure website to track your complete financial picture.
