Legacy Financial Strategies, LLC

View Your Plan Anytime, Anywhere

 

Managing Your Legacy

Building and Preserving Wealth for Generations

Two Locations to Serve You

Leawood, KS - Main Office

Legacy Financial Stragies office - Leawood, KS
Office: (913) 403-0600
Toll-Free: (888) 884-4621
Fax: (913) 403-0700

Address:
11300 Tomahawk Creek Parkway, suite 190
Leawood, KS 66211

Topeka, KS

Topeka Office, Legacy Financial Strategies
Office: (785) 215-8080
Toll-Free: (822) 412-8080
Fax: (785) 271-8085

Address:
1414 SW Ashworth Place, Suite 200
Topeka, KS 66604

 

Recent Posts

Do You Have Financial Regrets?

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A recent Bankrate study found that only 17% of Americans have no financial regrets. Among the choices in the survey that included taking on too much credit card debt and student loan debt, the biggest financial regret chosen was not saving early … [Read more]

Preparing for Your Endless Summer

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As my children conclude yet another school year this week, I am reminded of the weightless feeling I experienced at the end of each school year growing up. However, just as my excitement turned to boredom as a child, I expect my children to quickly … [Read more]

The DOL Fiduciary Rule and Legacy

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Financial news has been filled with the new DOL Fiduciary Rule, which was finalized Wednesday, April 6, 2015 and will go into effect January 1, 2019. What is the DOL Fiduciary Rule? Introduced five years ago, the final version of the rule requires … [Read more]

Why I Became a Financial Advisor

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From an early age it seems that I have always been managing money. My parents gave me an allowance for helping around the house, and I had to use my savings to make some of my purchases. They also owned a small business and I helped count the money … [Read more]

Legacy’s Ribbon Cutting in Topeka

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The Legacy Team had a wonderful time at our ribbon cutting yesterday with the Topeka Chamber of Commerce at our new office, which is located at 1414 SW Ashworth Place, Suite 200. We loved the chance to visit with some of our clients and members of … [Read more]

How to Manage a Windfall

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I was recently at a fundraiser where one lucky raffle winner won a grand prize of $5,000. When asked what she was going to do with the money, the winner responded that she was going to pay off some of her debt. I was impressed with the winner’s … [Read more]

Why You Need Access to a Vault

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One of the biggest hassles at tax time can be gathering and organizing all the tax documents to give to your CPA. But what if you had a place to store your documents throughout the year that was secure and online, giving you convenient access anytime … [Read more]

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