P. Trent Lucas

Get To Know Our Team

As a Partner I help my firm find new clients who desire to coordinate and simplify their financial lives. At Legacy Financial we believe that where your treasure is, there your heart is also. We begin by talking about those things close to your heart so that we can help you create your financial plan. The Legacy L’s are combined with precision and calculation to create helpful solutions. Local, Leading Edge, Long term commitments, Lifelong Relationships, Lean on us, Lay the Foundation, Live your passions, Launch your Legacy.