We specialize in providing financial planning advice and wealth management tailored specifically for you. While we work with a diverse clientele including foundations and sudden wealth (divorce or inheritance), our focus is clients ages 45 - 65 that are investing for retirement and planning for retirement income.
Our value is in helping you develop a financial map and providing support to guide you down the path of greatest good. We are here to help you through life's pivotal moments; planning for college, divorce, retirement, job transition, and business succession. We will be there for you because these are not merely events in your life, but part of an ongoing process from which you can benefit, grow and thrive.
Our value is in helping you develop a financial map and providing support to guide you down the path of greatest good. We are here to help you through life's pivotal moments; planning for college, divorce, retirement, job transition, and business succession. We will be there for you because these are not merely events in your life, but part of an ongoing process from which you can benefit, grow and thrive.
Services
The Legacy Group is a Registered Investment Advisory and Fee-Only financial consulting firm headquartered in Salem, Oregon. The Legacy Process consists of planning, prioritizing, implementing and monitoring. With your values and priorities to guide us, we offer creative, personalized solutions -- one client at a time.
After graduating from Boise State University, Ray spent a year working as the Fitness Coordinator on an Air Force base in Tabuk, Saudi Arabia. Sara has become an integral part of the team here at The Legacy Group, as she oversees all client services and operations. She loves working with people and thrives in helping others.
The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice. Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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