Legacy Financial Advisors
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Legacy Financial Advisors
Legacy Financial Advisors LLC is a fee-only financial planning and investment advisory firm that provides the planning and investment advice you need. The company provides a great value, customized, competent, conflict-free financial advice. Legacy Financial Advisors was founded in 2004 with its mission of helping you to achieve your goals despite marketing forces that may work against your interests.
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Barbara Camaglia, CFP, MBA, CPA, shares her nearly three decades of experience in Finance Planning with her clients. She created Legacy Financial Advisors LLC with the mission of helping you to achieve your goals despite marketing forces that may work against your interests and a lack of familiarity with the subject matter.
Contact us if you're ready to achieve your personal financial goals and develop a sound, objective, unbiased personal financial plan. Currently, Legacy Financial Advisors is scheduling initial appointments only on an "as available" basis. There are only a limited number of spaces for new clients each year.
We work with any initial investment amount even though many of our clients could easily meet others' minimums. Your finances and taxes are integrated with financial planning, portfolio construction, tax planning and cash flow planning. We design your finances and taxes to work in sync with one another and search for solutions that meet all the needs for which you contract.
Our firm is focused on your goals and the integration of your complete financial situation so that our solutions make the best of your resources. We help you plan for retirement based on an expense level as well as assumptions regarding portfolio rates of return and inflation. This type of planning integrates financial planning with portfolio construction and integrates tax planning to increase your resources where possible.
Barbara Camaglia is a local financial planner with a national media presence. She has been quoted by well-known financial columnists including Jean Chatzky and Jane Kidd Stewart. Barbara was named a 5 Star Wealth Manager for 2016 and is named as one of the Best Financial Advisors for Physicians by Medical Economics for 2016 (from 2010 on).
Reviews (1)
Sandra DeVault
Sandra DeVault
Nov 03, 2018
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When Caleb came to my house, he didn't show me paperwork to confirm what he told me about the life insurance company. There were several things that he did that I was not pleased. The final thing was the cost!