Legacy & Wealth Financial Advisors

We can help you plan the next 20 plus years. Our priority is to protect your interests at all times and to demonstrate our commitment to our fiduciary duties of honesty, good faith, and fair dealing. Successful long-range planning, especially in these turbulent times, requires real expertise.

The ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client's long-term planning objectives.At the end of the day your success is more than just about money, It's about financial security, peace of mind and creating a healthy lifestyle.

Step 1: Discovery Before we get down to crunching numbers, we'll talk about the things that are most important to you - family, community, pastimes, and church. We'll ask questions about what you're really thinking, feeling, worried about; your experiences with money; and what you've accomplished so far.

We understand the need to keep fees low. Our competitive fee model is designed to be fair and straightforward. We don't charge sales commissions instead, we buy all funds at cost and we charge an ongoing fixed fee that is based on the assets we manage for each client. We strongly believe that this unconflicted approach fits our mission of always putting our clients' interests first.