Get to Know Legacy

Our Promise

  • We will treat you with respect, honesty, and dignity. 
  • We will be available when you need us. 
  • We will consistently be here for you and perform all requested services. 
  • We will be your fiduciary, putting your interests first. 
  • We will strive to acquire a complete and accurate understanding of your goals, your risk tolerance, and your time frame. 
  • We will propose strategies based on your situation, explain the implications, and provide you with proactive service. 
  • We will work at your pace but continue to stress making important decisions. 

Our History

  • 1988 Bill Elson and Brian Hood started in the financial industry at the same company on the same day. While their paths went separate ways, they remained friends and respected colleagues for 30 years.
  • 2016 The two merged together under the same Registered Investment Advisor to bring economies of scale and improved purchasing power for their clients.
  • 2018 Bill’s Spectrum Advisory Services joined Legacy Financial Group family. Both firms relocated their offices to 6000 Grand Avenue, Suite B, in Des Moines, Iowa.
  • 2020 Rachel Wood became a partner in the firm. She began working in the financial planning industry in 2002 and joined the firm in 2005.

With our team of experienced and knowledgeable advisors and staff, you will find a good home for your financial planning needs here at Legacy.
Contact us today to start planning your financial future.

What We Look For in a Client

For us, assets alone are not what defines a successful advisor/client relationship. Instead we look to other factors that offer a good fit between our services and a potential client. That is why the initial discussions regarding expectations are so important to begin a relationship. We can’t be the best company for everyone. A frank discussion about costs and benefits can determine if we are a right fit for each other.

Most of our clients come to us by referrals from existing clients. By offering superior service and experienced planning, we hope that will be your desire, as well.

Happy couple signing mortgage contract while having meeting with real estate agent.

What Clients Can Expect

You can expect that we will:

  • Treat you with respect, honesty and dignity.
  • Be available when you need us.
  • Consistently and responsibly perform all requested services.
  • Act as your agent, putting your interests first under our fiduciary standards.
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
  • Propose strategies customized to your situation, explain the implications of those strategies, and provide you with a proactive service.
  • Work at your pace, but continue to stress making important decisions.
Happy aged couple consulting with insurance agent at home