Your Financial Life,
Coordinated & Simplified
Everyone deserves to have the confidence and clarity that comes with an integrated and aligned life. That’s why we’ve built a firm that meets you where you are.
At legacy financial,
Our Clients Include:
Retirees
Retirees
If you’re in or approaching retirement, navigating the details of your investments, healthcare, and social security can be confusing. Let our team help you coordinate and simplify your finances so you can enjoy this season of life.
Business Owners
Business Owners
Owning and running a business is challenging - it’s even more challenging when your finances aren’t coordinated. We’ll help you organize your personal finances so you can make the most of your opportunity.
Corporate Executives
Corporate Executives
If stock options, incentive compensation, and unique retirement packages are part of your life as a corporate executive, we can help you navigate the details and optimize your financial opportunity.
Healthcare Professionals
Healthcare Professionals
You’ve worked hard to build a successful career in healthcare. It’s a demanding role you play. Let our team take some of the pressure off of you and your family by coordinating and simplifying your financial life.
401(k) Plans
401(k) Plans
Managing the administration, onboarding and compliance of your group retirement plan can be both an important responsibility and a heavy burden. Let us partner with you to to care for your valued employees.
Everyday Families
Everyday Families
Careers can be busy - but no job is more important than leading your family. Part of that role is making wise financial decisions. Let our team guide you through every season of life as your financial advocate.
Rising Affluent
Rising Affluent
Building wealth as you build your career and your family requires intentionality and strategy. Let our team help you set and maintain a disciplined, wise approach that will set a firm foundation for your future.
Family Office
Family Office
Optimizing generational wealth is more than technical expertise. It’s about making shrewd tactical decisions alongside empathetic relational decisions. Let our team help you navigate your wealth with care and intentionality.
Your Family →
Your Family →
If you’re looking for a holistic financial advocate that leads with a values-based approach, we’d be honored to serve you. Click here to get in touch with our team.
Trust Your Legacy
To Our Team
Our team at Legacy Financial has decades of combined wealth management experience. We pride ourselves in providing ‘hands on’ guidance at a high level of integrity and confidentiality. As your financial professionals we will leverage our industry resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial goals.
