Sound Advice.
Lasting Impact.
Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer.
Putting Your Interests First
At Legacy Financial Strategies, our top focus and priority is providing services that center around our clients’ needs.
Our experienced financial advisors and support staff are driven by a genuine commitment to empowering you with financial planning and investment strategies that help you pursue your version of financial independence.
Each team member is responsible for consistently upholding our standards of excellence to deliver superior service to you and your family.
How Our Services Benefit You
At Legacy, we pride ourselves on being more than just financial advisors; we’re your trusted partner and financial advocate. Whether through our sophisticated planning and investment strategies or being there to listen, we’re here for you; that’s our greatest achievement.
1. FINANCIAL PLANNING
2. INVESTMENT MANAGEMENT
3. EMPLOYER SERVICES
AS FEATURED IN:
Stay Updated On The Latest Financial Trends From Our Team
Unlocking the Power of Investment Tax-Loss Harvesting
New Retirement Plan Contribution Limits Announced for 2025
Elevate Your Charitable Strategy: Clumping Gifts with Donor-Advised Funds
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.