Our Services
Welcome to Legacy Financial Group where investment and financial wellness are about more than account balances, crunching numbers, and planning documents. To us, our relationship with you and your families are just as important as your bottom line. That’s why before we discuss a single strategy or consider implementing a plan, we take the time to get to know one another. Together we will help you get financially organized, bring clarity and confidence to your financial life and help you make and execute the investment and financial decisions needed to live the life you want on your terms.
We can make decisions that are appropriate for you, not what a company or their policies dictates.
Our firm serves as a fiduciary, putting your interests first.
Our team is large enough to have economies of scale in working with vendors, but not so big that you’re lost in an impersonal sea of clients and advisors.
We offer comprehensive, holistic planning aligned to help meet your specific needs and wants in areas such as investments, retirement, risk assessment, estate planning, and taxes.
Our team has over 100 years of combined experience in providing personal financial advice and support to our clients.
We are dedicated to continued professional growth through educating ourselves and studying best practices.
