As “CFO,” the goal is to take the financial anxiety away from our clients, so they can better spend time enjoying their lives.

• Our earnest desire is to develop a personal relationship with each of our clients in order to customize a financial plan to reach their goals.
• Our experience with the ups and downs of the market has taught us that the most important thing we can do as financial advisors is to communicate with our clients, whether it is good news or bad news, good markets or bad markets. Our responsibility to our clients is to stay in contact, and to coach them through difficult times.
• At Legacy, we are more than just someone who manages our clients’ money; we truly want to grow with people that have a long-term focus and a desire to have a financial advisory relationship.

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.

Michael Lutz
Founder/Principal/CEO/Certified Financial Planner™