What We Do
Legacy Financial Strategies is a trusted and engaged partner, helping you achieve your short and long-term financial goals.
Helping people build, secure and enjoy their financial lives is our passion. Let us show you how.
Our goal is to preserve your financial peace of mind by protecting and growing what you’ve worked so hard to accumulate.
401(k) and Business Solutions
We help small businesses reach their goals, while showing their employees how to achieve their retirement dreams.
No matter where you are in your financial journey, Legacy has the expertise and tools to help you find the answers.
We offer services for both individual and corporate clients, including: