Welcome to Legacy FinancialWe specialize in helping select clients organize their finances for a secure and fulfilling retirement.Our holistic approach covers every aspect of your financial life, from investments and Social Security to Medicare and tax strategies. Partner with us to ensure your golden years are sustainable and worry-free.Retirement Planning | Investment Management |
CERTIFIED FINANCIAL PLANNER™
CERTIFIED TAX SPECIALIST (CTS™)
CERTIFIED FINANCIAL EDUCATION INSTRUCTOR (CFEI®)
Casey started his financial advice career in 2012 as the third generation of Legacy.
Guiding clients through such a critical life transition, he serves as an expert in everything retirement: Social Security, Medicare, pensions, portfolio distributions, and minimizing taxes.
He lives in Yardley with his wife and daughter, prioritizing time with family and traveling together. Beyond personal finance and helping others, he's passionate about surfing, home projects, and a healthy lifestyle.
To contact Casey: cstartzell@legacyfsg.com
Lorem ipsum.
Paul joined the firm in 2017.
As a Temple University graduate, Paul lived in Philadelphia for many years. He's now a Yardley resident with his wife.
An integral member of the team, Paul assists on all aspects of our financial planning process. While actively learning from senior mentors of the group, he is constantly sharpening his financial background and acumen.
In his spare time, Paul is a Philly sports fanatic, hiker, golfer, and all things outdoors. Paul has been involved in the ultimate frisbee community for over a decade where he has competed and coached at various levels, which has brought about many travel and volunteer opportunities.
To contact Paul directly: pklimkowski@legacyfsg.com
Following years as good friends with Jim, Bill joined the firm in 2000.
A shared philosophy of always putting the client first has been a key to his growth and success as an expert retirement planner.
Bill has a son in the Army and a daughter in California. Traveling to see children and grandkids continues to be a high priority.
Time at home is spent gardening, enjoying 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 mentality for doing the right thing for as many people as you can, he was successful in impacting 1,000+ lives through effective financial advice.
Jim has 5 adult children (one of them Casey), all married with kids of their own. Now a lot of his time is filled with the many activities of 10 grandchildren (age range of 1-21). From chasing the little ones to guiding the young adults in their budding financial journey, he would say that his life is full and wonderful.
He's a perfect example of 'practice what you preach' and he stays involved in the business.
A Yardley, PA native - Dustin graduated from West Chester University.
On a determined path to help others and make an impact, he started working with children at summer camps running cooking classes. Then his networking led him to a meaningful role in the quality assurance department of a substance use and behavioral health treatment agency in Wilmington, DE.
In 2022 the team at Legacy sought after Dustin to join the firm because of his compassion for others and knowing that he will treat our clients the same way we do - like family. He’ll be working to operate and improve our systems and processes while developing his own financial planning background as he works toward his CERTIFIED FINANCIAL PLANNER™ designation.
Outside of the office, Dustin enjoys spending his time outdoors mountain biking and camping. Aside from staying active he loves to cook and brew small batch kombucha.
We create holistic plans and strategies to ensure financial stability and comfort during your retirement years.
We build and manage investment portfolios with those who have saved a nest egg of at least $250,000.
We believe in having professional relationships with people you like and mutually 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 investment management and annual reviews to make sure your risk tolerance, beneficiaries, etc. are up to date.
Premier Services
AUM $500k +
We include everything within the Foundational level plus tax preparation and retirement planning including but not limited to advice on Social Security, Medicare, pensions, portfolio distribution management. You will also receive our monthly newsletter with quarterly economic updates.
Legacy Services
AUM $1M +
You receive everything under the Foundational and Premier levels in addition to advanced tax planning strategies, estate planning and when needed we’ll collaborate with your CPA, Accountant and/or Attorney.
Fee Schedule
AUM | Annual Fee |
$250K-500K | 1.25% |
$500K-1M | 1.00% |
Above $1M | 0.90% |
*AUM = Assets Under Management
Send us a message if our services fit your needs.
