Why Legacy Next?

What if you could be confident that you were positioning yourself for the future you envision?

Legacy Next leverages Legacy Financial Strategies, LLC’s expertise and resources so you can accelerate your investments and financial planning to arrive at your goals sooner. We want you to spend less time worrying about your finances, and more time focusing on what you love.

WHAT YOU’LL GET

Mobile-friendly technology

View your accounts and planning portal anytime, anywhere.

Financial Forecasting Access

Our planning portal with guidance and recommendations from Legacy Financial Strategies, LLC’s advisory team.

Transparency

We’re independent, offering objective advice and a transparent fee structure.

Investment Management

Invest your assets with Legacy Financial Strategies, LLC’s investment strategy and portfolio construction.

Education

Receive educational resources to help you stay on track.

Collaboration

Communicate with a team that wants to see you achieve what’s important to you.

About Legacy Next

An offering of Legacy Financial Strategies, LLC, Legacy Next was created to serve clients who don’t yet meet our $500,000 investable asset minimum but are focused on building a strong financial future. If your current income and savings profile puts you on track to fit the profile of our typical client in the next five to ten years, we want to provide you with a solid foundation for your future needs now, and Legacy Next may be a great option. Discounted pricing and access to the same team operating on our full-service platform are available to a limited number of new clients each year.