Welcome to Legacy FinancialSpecializing in retirement and tax planning, we help you organize your finances for a fulfilling retirement, guiding your future with clarity and care.Retirement Planning | Investment Management | Tax Preparation |
Welcome to Legacy FinancialSpecializing in retirement and tax planning, we help you organize your finances for a fulfilling retirement, guiding your future with clarity and care.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 $250,000+ saved, helping grow your nest egg.
We believe in building relationships on mutual trust and respect.
We all have one life to make our impact, build relationships, and create memories. Take the time to enjoy your surroundings while working towards achieving and maintaining financial independence. Preparing for your future does not mean sacrificing the present.
Maximizing a retirement lifestyle requires investment planning and a disciplined approach. Our guidance is tailored to meet your needs and to keep your goals in sight.
The next generation often needs support along the way. You've worked hard to build a financial foundation for your family, we can help make your legacy carry on for years to come.
Diversification is the foundation of any strong portfolio. This means to invest in a variety of areas to spread out your investments and reduce risks.
Behind every great Financial plan is a driving purpose. No two families are the same. We want to know what's truly important to you, and help you work toward maximizing it.
We understand no one can see the future, so we certainly cannot predict short term performance in the markets. Our strategies include a long term view and historic fact-based evidence, while avoiding quick reactions to media headlines.
Matching investments to a time horizon is crucial for any investor. We don't want anyone to delay a major decision or purchase because of current market performance. Planning ahead with the right timeline can eliminate this issue.
Foundational Services
AUM $250k +
Our Foundational Services include personalized investment management and an annual review to ensure your portfolio aligns with your risk tolerance, beneficiaries are updated, and all key details stay current.
Premier Services
AUM $500k +
Free Tax Preparation
In addition to everything in the Foundational tier, Premier Services offer 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.
Legacy Services
AUM $1M +
Free Tax Preparation
Legacy Services include all the benefits of Foundational and Premier levels, plus advanced tax planning strategies and estate planning. When necessary, we’ll collaborate with your CPA, accountant, or attorney to ensure seamless financial coordination.
Send us a message if our services fit your needs.