Legacy Financial Group is passionate about helping people achieve full confidence in their investment decisions so that they achieve incredibly abundant and successful lives. Our philosophy for building a successful client experience is through an enduring relationship, objective and conflict-free advice, and the alignment of investments with their unique needs, goals, and dreams.
We offer comprehensive wealth management services including investment management, retirement planning, tax planning, estate planning, education planning and detailed advising on all financial aspects of our clients’ lives.
In order to provide the highest standard of service we are intentional and selective in who we take on as clients. This ensures every client gets our full attention and care.
Clients engage our firm as an advisor to:
- Help them create a financial and investment plan that is aligned with their goals and needs.
- Make smarter investment decisions that are based on empirical evidence rather than forecasting.
- Harness the power of the markets to increase expected returns and avoid unnecessary risk.
- Make work optional in the future and leave a purposeful and lasting legacy for their family.