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

A division of Legacy Financial Strategies, LLC, Legacy Next was founded with a mission to help our clients, who do not yet meet our investable asset minimum of $500,000, position themselves for a sound financial future. Acting as fiduciaries, our advisors’ incentives are aligned with our clients’ best interests.

Are you a new client?

Set up your account now