Skip to main content

  • Home
  • About
    • About
    • Our Philosophy
    • Our Process
    • Our Team
    • Client Relationship Summary
  • Our Services
    • Overview
    • Wealth Management
    • Investment Philosophy
  • Our Team
  • Blog
  • Client Center
  • Contact

THE LEGACY FINANCIAL GROUP

Home

Who We Are
What We Do
Client Login
Contact Us

Single image about the company

We are The Legacy Financial Group


Legacy is an independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. 

We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. 

Legacy was founded to provide a successful investment experience to empower you to reach your goals. A successful investment experience results from owning a broadly diversified global portfolio. It is inherently designed to weather market downturns and to capture the growth generated by market upturns. 

Our relationships are established upon trust and integrity. We will place your best interest first.

Process

Step 1:
Consultation


The key to the successful long term relationship we have with nearly every client is starting off with the right fit. That is why before we bring on a new client we go through an exhaustive information gathering process. Only with a good understating of someone’s long term financial goals can we determine if we are best suited to help them succeed. Additionally, we want to effectively demonstrate our expertise, experience and trust to the point that you feel there is no doubt we are the firm that best serves your needs.

Step 2:
Recommendation


After assimilating and synthesizing the information gathered in Step 1 we then get to work formulating your financial and investment plan. Once the framework is constructed we present to you the plan outline with specific steps on how to maximize the probability of achieving your life long goals, whether that be retirement planning, education planning, legacy planning, something else, or all of the above.

Step 3:
Implementation


We typically describe implementation as a rocket ship launch. There is often a lot of heavy lifting to get your financial life in order. Investment implementation, savings strategies, tax planning, asset location, and estate planning are just a small sampling of the first steps in getting your plan into action. It may feel like a lot of movement without going anywhere, but once we get you off the ground it will seem like things are traveling at lighting speed towards your financial destination.

Step 4:
Ongoing Follow-up


There is no such thing as a one-time financial plan or a “set it and forget it” investment strategy. Your life is complicated and things are constantly changing. That is why we meet often (at least annually) to continually fine tune and tweak your plan. There is undoubtedly a to-do-list that we will continue to dwindle down over time as we move you closer to the culmination of your investment goals. Ultimately we strive to see every client take their most important goals to fruition.

Team Our team of professionals.

Photo of team member

Kevin King

Principal

×

Kevin King

Email: Kevin@legacyadvisor.net

 

Kevin King is a founding principal in The Legacy Financial Group, Inc. in Tulsa, OK. He is a licensed insurance and wealth manager who also provides tax, estate, education, and retirement planning services. He is a graduate of the University of Tulsa with a Bachelor of Business degree. Kevin has the ability to develop and integrate all areas of financial planning for clients and specializes in those in or near retirement. He and his wife, Amy, live in Tulsa with their three children, Lauren, Keegan, and Grant. 

Bio
Photo of team member

Bray Killingsworth

Senior Advisor

×

Bray Killingsworth

Email: bray@legacyadvisor.net

 

Bray is a Senior Financial Advisor at Legacy Financial Group. Before Bray began working with Legacy, he served as a financial planner for Ayco, a Goldman Sachs Company, providing Executives of Fortune 500 companies comprehensive financial counseling. He has experience in working with high net-worth individuals, families, and business owners utilize the full potential of executive compensation and benefits, complex estate planning, and tax planning strategies (including tax preparation).

As a CERTIFIED FINANCIAL PLANNER™ his level of service includes all facets of wealth management such as investment planning, tax planning, benefits and compensation planning, retirement and cash flow planning, risk management, and estate planning. He is a registered investment advisor representative and has a Life and Health insurance license. Bray is also an active member of the Financial Planning Association Tulsa Chapter. Bray graduated with his Bachelor’s Degree from Oklahoma State University and attended Southern Methodist University’s Certified Financial Planning Program (CFP-Board registered curriculum).

Bray lives in Jenks with his wife, Johnna, and two children, Sydney and Jack.

Bio
Photo of team member

Elissa Johnson

Director of Operations

×

Elissa Johnson

Email: Elissa@legacyadvisor.net

 

Elissa Johnson is the Director of Operations and Client Care for The Legacy Financial Group. Elissa earned a Master of Business Administration degree and Bachelor of Business Administration degree from Oral Roberts University. She streamlines the business operations of the firm, and enables the advisors to focus on their clients’ interests.

Bio
Photo of team member

Keegan King

Senior Investment Analyst

×

Keegan King

Email: keegan@legacyadvisor.net

 

Keegan King is a Senior Investment Analyst for the Legacy Financial Group. Previously, he worked as a financial analyst for Bluestone Natural Resources. He graduated from the University of Tulsa with a Bachelor’s in Business Finance where he also minored in economics & entrepreneurship. Keegan is pursuing the designation of Chartered Financial Analyst (CFA).

Bio
Photo of team member

Jonathan Hyre

Financial Analyst

×

Jonathan Hyre

Jonathan Hyre is a Financial Analyst for Legacy Financial Group. Jonathan earned a Bachelor of Business Marketing degree from Oral Roberts University, and has previously worked in the banking and tax services industries. He brings complex tax and business planning experience to Legacy to serve clients with a multifaceted approach. Jonathan is pursuing the designation of Certified Financial Planner (CFP). He lives in Tulsa with his wife Andrea, and their son, Liam.”

Bio
Photo of team member

Jaci Inman

Client Service Administrator

×

Jaci Inman

Email: jaci@legacyadvisor.net

Jaci serves as the Client Service Administrator for The Legacy Financial Group. She earned a Master of Business Administration degree and Bachelor of Science Media degree from Oral Roberts University. Jaci has previously worked for Oral Roberts in the athletic and academic departments in a variety of roles including Director of Academics and Director of Women’s Basketball Operations. She lives in Broken Arrow with her husband Tyler, and their sons, Brooks and Brody.
 

Bio

Blog Latest Posts.

Latest Blog Posts

Year End Considerations and Potential Implications of the Biden Tax Plan
Dec 10, 2020 by The Legacy Financial Group

With the end of the year quickly approaching, there are some important financial planning measures we can take to reduce our taxes and improve our financial position. This year poses a bit of a challenge while the control of the Senate remains uncertain, but there are measures we can implement that will be beneficial no matter the change in policy.

Many tax and financial planning deadlines are based on a calendar cycle – complete them after December 31st and lose the benefit...

Read More
Mission Life Podcast
May 20, 2020 by The Legacy Financial Group
King Family (1).jpgA friend of Legacy Financial Group, Jeremy Fulda, hosts an insightful podcast designed to inspire and empower listeners to live an intentional lifestyle that honors their faith. Jeremy is a staff member at First United Methodist Church, which is the home base for the podcast, FirstU: Missional Life.
...
Read More
Tax Alert: Beware of “double taxation” on employee stock options
Apr 18, 2019 by The Legacy Financial Group

While Tax Day has passed, the time to pay close attention to your tax return never does.  You can always file an amendment and if you filed an extension you have until October 31st to make any changes.

We want to bring to your attention a particular issue we have seen occurring more frequently.  It relates to employee stock options and how custodians report cost basis which can lead to double counting gains (taxed as ordinary income). 

New...

Read More

918-665-0826
 

 

2508 E. 21st St, Tulsa, OK 74114


 

elissa@legacyadvisor.net

 

Disclaimer

Photo Tulsa - Randy Torres

© 2021 The Legacy Financial Group. All rights reserved.

Website Design For Financial Services Professionals