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
Market Commentary – October 2024
Buying a Home has Become Unaffordable for Many. Will Falling Interest Rates be a Game-Changer?
How Dollar-Cost Averaging Can Help Investors Get Into the Market
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.