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 |
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 in 1980 with his father, Harry Startzell.
With a philosophy of doing the right thing for as many people as possible, Jim has positively impacted over 1,000 lives through his financial advice.
He has 5 adult children, including Casey, all married with families of their own. Much of Jim’s time is now spent enjoying the activities of his 12 grandchildren, ranging in age from 1 to 22. Whether chasing the little ones or guiding the young adults in their financial journeys, Jim would say his life is both full and wonderful.
Jim continues to 'practice what he preaches' and remains a consultant to the business.
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 $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.
