Welcome to Legacy FinancialComprehensive financial care, designed to give youpeace of mind and more time for what you loveRetirement Planning | Investment Management | Tax Preparation |
Welcome to Legacy FinancialComprehensive financial care, designed to give youpeace of mind and more time for what you loveRetirement Planning | Investment Management | Tax Preparation |
CERTIFIED FINANCIAL PLANNER™
CERTIFIED TAX SPECIALIST (CTS™)
CERTIFIED FINANCIAL EDUCATION INSTRUCTOR (CFEI®)
Casey began his financial advisory career in 2012, representing the third generation of Legacy.
As a retirement specialist, he navigates clients through critical transitions, offering guidance on Social Security, Medicare, pensions, portfolio management, and tax strategies.
Casey lives in Yardley with his wife and daughters, where he enjoys spending time with family and traveling together. When not helping clients, you can find him surfing, tackling home projects, or embracing a healthy, active lifestyle.
To contact Casey: cstartzell@legacyfsg.com
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Paul joined the team in 2017. A graduate of Temple University, Paul spent many years in Philadelphia and now resides in Yardley with his wife.
As a registered advisor, Paul works alongside Casey to manage all aspects of the financial planning process for our clients.
In his free time, Paul is an avid Philly sports fan, hiker, golfer, and outdoor enthusiast. He’s been actively involved in the ultimate frisbee community for over a decade, competing and coaching at various levels, which has provided him with numerous travel and volunteer opportunities.
To contact Paul directly: pklimkowski@legacyfsg.com
After years of friendship with Jim, Bill joined the firm in 2000.
His commitment to always putting clients first has been key to his growth and success as an expert in retirement planning.
Bill has a son in the Army and a daughter in California, and traveling to see his children and grandchildren remains a top priority. At home, he enjoys gardening, spending time with friends, and playing golf and pickleball.
To contact Bill directly: wpalisca@legacyfsg.com
Jim founded the firm with his father, Harry Startzell, in 1980.
Guided by a commitment to doing what’s right for as many people as possible, Jim has positively impacted the lives of over 1,000 families with his financial advice.
With five adult children—including Casey—each with families of their own, Jim now enjoys the energy of 12 grandchildren, from toddlers to young adults. Whether he’s chasing after the little ones or offering guidance to the next generation, Jim finds his life wonderfully full.
Now retired from the practice, Jim takes great joy in bringing his family together, hosting dinners and events that keep his loved ones close.
A Yardley, PA native, Dustin graduated from West Chester University.
Driven to make a meaningful impact, he began his career working with children at summer camps, running cooking classes. His journey then led him to a quality assurance role at a substance use and behavioral health treatment agency in Wilmington, DE.
In 2022, Legacy invited Dustin to join the team because of his compassion for others and his ability to treat clients like family. He focuses on improving systems and processes while also developing his financial planning skills as he works toward becoming a CERTIFIED FINANCIAL PLANNER™.
Outside of work, Dustin enjoys mountain biking, camping, cooking, and brewing small-batch kombucha.
We create plans to ensure financial stability and comfort in retirement.
We build and manage portfolios for those with $500,000+ saved, helping protect and grow your nest egg.
We believe in building relationships on mutual trust and respect.
Our fees are structured to align our success with yours, fostering a true partnership rather than a transaction. When your portfolio grows, we grow alongside you.
To deliver the personalized service we’re known for, we work with clients who have a minimum of $500,000 in investable assets. This allows us to dedicate the time and resources necessary to help you achieve your financial goals.
As fiduciaries, we are legally and ethically bound to act in your best interest—no exceptions.
Investment Management
Our investment strategies are guided by leading research, advanced tools, and a commitment to your goals. We actively manage your portfolio, ensuring it is continuously monitored, rebalanced, and coordinated with your overall income plan. This proactive approach sets you up for long-term success.
Retirement Planning
Retirement is your time to thrive, not to worry about money. We help you build a sustainable plan that brings together Social Security, Medicare, investments, taxes, long-term care, and estate planning. By aligning these components, we reduce financial stress so you can focus on the things you love.
The right planner can make all the difference.
To further enhance our offer, we do complimentary tax preparation for our clients. This in-house service provides us with a deeper understanding of your taxable income, allowing us to craft precise strategies to minimize your lifetime tax burden.
Send us a message if our services fit your needs.
