Welcome to Legacy FinancialDedicated to helping you enjoy your ideal retirement, we handle all your investment and tax needs—so you can focus on what truly matters.Retirement Planning | Investment Management | Tax Preparation |
Welcome to Legacy FinancialDedicated to helping you enjoy your ideal retirement, we handle all your investment and tax needs—so you can focus on what truly matters.Retirement Planning | Investment Management | Tax Preparation |
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.
Investment Portfolio: $500k +
1% Advisory Fee
Free Tax Preparation
The Foundational Service includes investment management and comprehensive retirement planning, including Social Security, Medicare, pension advice, and portfolio income management. We also handle complimentary tax preparation and provide a monthly newsletter featuring quarterly economic insights.
Investment Portfolio: $1M +
.9% Advisory Fee
Free Tax Preparation
Our Legacy Services offer everything included in the Foundational Level, plus advanced tax strategies and estate planning. We coordinate closely with your CPA, accountant, or attorney to ensure a streamlined financial plan that works in harmony with your goals. Additionally, we're here to provide financial guidance and support to your family members
Send us a message if our services fit your needs.