Financial Organization
Simplify
Streamline
Tax Strategies
Creative Tax Reduction
for Businesses and Individuals
Retirement Planning
When can I retire?
How do I retire?
Then what?
Simplify
Streamline
Creative Tax Reduction
for Businesses and Individuals
When can I retire?
How do I retire?
Then what?
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.
He first served as an apprentice seeing every part of the business and getting hands-on experience in real retirement situations. Now, with years of his own planning experience with over 200 retirees, he serves as an expert in everything retirement: Social Security, Medicare, pensions, and retirement income distributions.
Casey has expanded the business to specialize in financial consulting for small businesses. The firm now offers professional consulting around structure and tax strategies that can protect from liability and reduce the tax burden that all business owners face.
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 fiancé.
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 sharpening his financial background as he works toward the CERTIFIED FINANCIAL PLANNER™ designation.
In his spare time, Paul is a Philly sports fanatic, hiker, golfer, and all things outdoors. He’s an adventure seeker, with a passion for trying new things. Paul has been involved in the ultimate frisbee community for over a decade where he has competed and coached at various levels. This has brought about many travel and volunteer opportunities over the years.
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 many 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. 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 during high level planning and compliance management.
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.
For businesses and individuals. Get creative ideas and strategies to protect yourself from taxes and liability.
Make sure your money is working for you. It's cliché, but it's important. We help with optimizing risk, performance, fees and taxes.
Define a retirement lifestyle and learn what it takes to make it happen. Then make it last.
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.
Business owners looking for strategies on business structure, taxes, and liability.
Individuals and families looking for investment management and/or retirement planning.
Diversification is the foundation of any strong portfolio. This means to invest in a variety of areas in order to spread out your investments and reduce risks.
The ups and downs of the markets can be an emotional roller coaster. It's extremely important to take on a level of risk that you can accept. This is a difficult task to define for yourself, but our conversations will help to arrive at a comfort level that's right for you.
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.
We understand no one can see the future, so we certainly cannot predict short term performance. Our strategies include a long term view and historic fact-based evidence, while avoiding quick reactions to media headlines.
Behind every great wealth management plan is always a driving purpose. No two families are the same. We want to know what's truly important to you, and help you figure out how to maximize it.
INVESTMENT MANAGEMENT
To manage investment portfolios, there is a minimum of $250,000. Our fee is generally 1% of portfolio assets per year, and it reduces at certain breakpoints.
Our team leads an investment committee consisting of 10+ financial professionals that meet weekly for sharing ideas and hearing from economists, analysts, and portfolio managers of the largest investment firms in the world. This committee was built to achieve the ideal balance of risk, performance, costs, and taxes for our clients' portfolios.
When delegating investment management to our team, you should immediately feel a weight lifted from your shoulders.
FEE-ONLY PLANNING
We are comprehensive planners trained in all areas of personal finance.
We offer tailored advice detached from biased recommendations.
This includes various levels of financial planning, retirement planning, and business consultation.
The fee is determined by the complexity of the situation and the work/expertise involved. That fee generally falls between $5,000 - $15,000 for a year of planning services.
It's optional to renew the contract each year, but not required. The fee can change from year to year as your needs change.
This arrangement often has us working with your CPA or attorney. If you don't have a team in place for something that we recommend, then we can connect you with a professional that we trust.
If our team is already managing an investment portfolio of at least $500,000, our planning service and tax strategies may be included in that 1% fee.
An intro meeting to explore the possibilities is always free.
We'll make sure all details of the arrangement and costs are fully transparent before any decisions are made.
Send us a message if our services fit your needs.
