Michael Lutz, Founder
As independent fiduciaries, our goal is to alleviate financial anxiety so clients can focus on enjoying their lives.
When you become a client of Legacy, you’ll experience the peace of mind that comes from knowing someone is on top of the technicalities that contribute to your financial failures and successes. You’ll sleep well knowing the answers are just a quick email or call away, and you’ll never wonder when you’ll hear from your advisory team next. Each year, your pre-scheduled meetings will be reserved with only you in mind. That’s the difference working with a true partner can make.
If you’d like to see how our expertise and personal commitment could help you secure your financial future, we invite you to schedule a complimentary initial consultation. There’s no obligation. We look forward to getting acquainted.
Founder/Principal/CERTIFIED FINANCIAL PLANNER™