Client Access
Client Access
Client Access

Client Access

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Access eMoney Account
Access Charles Schwab Account
Access Schwab Digital Guide

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Legacy Client Profile

Legacy Next

Access Your Institutional Intelligent™ Portfolio Account at Schwab
Need Assistance?
  • If you have trouble logging into your eMoney account, please call or email Emma Milan at 913-403-0600 or emma.milan@legacykc.com.
  • If you are a participant in a Legacy 401(k) plan and have questions regarding the plan or logging in, please call or email Sam Murray at 913-403-0600 or sam.murray@legacykc.com.
About

Legacy Financial Strategies is a fee-only financial planning firm in Overland Park, KS.

We are dedicated to helping successful individuals and families build, protect, and nurture their wealth. As fiduciaries, we always put your interests first.

Our experienced team of financial advisors specializes in providing comprehensive financial planning and investment management solutions that are aligned with your values and goals.

Whether planning for retirement, managing your assets, or safeguarding your family's future, Legacy Financial Strategies offers transparent guidance and comprehensive services to help you pursue your financial dreams.

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