Legacy Financial is the trusted leader that modernizes wealth management and provides innovative financial planning solutions that allow you to live your passions. We begin by matching your objectives with your investment portfolio. With risk in mind at all times we help you build your portfolio keeping in mind a few beliefs we hold when it comes to investing.
We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk. We believe portfolios should have both strategic and tactical allocations. Our portfolios attempt to offset the four primary investment headwinds: consumption, costs, taxes and inflation.
We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk. We believe portfolios should have both strategic and tactical allocations. Our portfolios attempt to offset the four primary investment headwinds: consumption, costs, taxes and inflation.
Services
Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions. At Legacy Financial we believe that where your treasure is, there your heart is also. We begin by talking about those things close to your heart so that we can help you create your financial plan.
Our firm family consists of financial professionals with over 100 years of combined service experience. We pride ourselves in providing 'hands on' guidance at the highest level of integrity and confidentiality.
As your financial professionals we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.
As your financial professionals we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.
Our work will help you identify and define the key financial goals that are important to you, your family and your business. We will then evaluate your present financial arrangements with regard to their capacity to achieve your goals. We will build out and maintain your personal wealth website in an effort to help you coordinate and simplify your financial world.
We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk. As an independent fee-based advisory firm, we welcome conversations around asset allocation and as true financial planners; we enjoy marrying investment and financial planning.
We will help you determine what your insurance needs are and how best to fill those needs. We will also analyze your current situation. Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your needs.
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