859-655-5225
859-655-5225
Legacy Financial is the trusted leader that modernizes wealth management and provides innovative financial planning solutions that allow you to live your passions.
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Over 200 years of combined financial experience in one place.
How We Think
We construct your very own personal website to help with coordinating and simplifying your financial world
Welcome to My Legacy Website. You can log-in to your personalized site below.
Log-in To Your eMoney Advisor website here
How We Think
We begin by matching your objectives with your investment portfolio. With risk in mind at all times we help you build your portfolio keeping in mind a few beliefs we hold when it comes to investing.
We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk. We believe portfolios should have both strategic and tactical allocations. Our portfolios attempt to offset the four primary investment headwinds: consumption, costs, taxes and inflation.
How We Think
We begin by talking about those things close to your heart so that we can help create your financial plan. Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions.
We help you to coordinate and simplify your financial world. We construct your very own personal website that will aggregate all of your investment accounts with your financial plan, legal documents, tax returns and other important documents, all available at your fingertips.
How We Think
Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your needs.
Legacy Financial offers a complimentary analysis of your existing policies to assess the answers to these questions: Is the policy performing as anticipated? IS there a better policy available that meets or improves the current situation?
How We Think
We construct your very own personal website to help with coordinating and simplifying your financial world
Welcome to My Legacy Website. You can log-in to your personalized site below.
Log-in To Your eMoney Advisor website here
How We Think
We begin by matching your objectives with your investment portfolio. With risk in mind at all times we help you build your portfolio keeping in mind a few beliefs we hold when it comes to investing.
We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk. We believe portfolios should have both strategic and tactical allocations. Our portfolios attempt to offset the four primary investment headwinds: consumption, costs, taxes and inflation.
How We Think
We begin by talking about those things close to your heart so that we can help create your financial plan. Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions.
We help you to coordinate and simplify your financial world. We construct your very own personal website that will aggregate all of your investment accounts with your financial plan, legal documents, tax returns and other important documents, all available at your fingertips.
How We Think
Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your needs.
Legacy Financial offers a complimentary analysis of your existing policies to assess the answers to these questions: Is the policy performing as anticipated? IS there a better policy available that meets or improves the current situation?
We’d love for you to meet us.
Recognized By
Certified Financial
Planner
Chartered Life
Underwriters
Certified Public
Accountant
Financial Planning
Association
International Association of
Registered Financial Consultants
