When I opened the doors of Legacy Financial Strategies in May 2000, it was conceived with a desire to be the “Chief Financial Officer” for the family, focusing on individual private clients and business owners.
As “CFO,” the goal is to take the financial anxiety away from our clients, so they can better spend time enjoying their lives.
When you become a client of Legacy Financial Strategies, no problem is too difficult and no detail is too small when it comes to meeting your needs.
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/CEO/Certified Financial Planner™