With experience in comprehensive financial planning, we help you prepare for the future, from building wealth to managing the unexpected. We guide you through a careful discovery process, where we learn about your goals and your current financial situation. This process, as well as our commitment to always putting your best interests first, sets us apart.
At Legacy Financial Services, we make every effort to make you feel comfortable as you provide us with important financial and personal information. We always treat you with respect, honesty and dignity. And whatever you share with us is kept strictly confidential. Learn more about your tolerance for risk by completing our questionnaire and discussing your results with us.
At Legacy Financial Services, we make every effort to make you feel comfortable as you provide us with important financial and personal information. We always treat you with respect, honesty and dignity. And whatever you share with us is kept strictly confidential. Learn more about your tolerance for risk by completing our questionnaire and discussing your results with us.
Services
We specialize in comprehensive financial planning, which entails analyzing all the pieces of the puzzle to make sure they align with your goals. These may include your investments, company fringe benefit plans, insurance policies, taxes, and estate plans. We have a thorough process that helps us gather the information we need to create a financial plan that works specifically for you.
We believe in protecting your family today, and in the future, through comprehensive financial planning. We take a look at the whole picture - not just your assets and liabilities, but your goals too - to create a plan that prepares you for life's critical financial events, while at same time seeking to build wealth for the future.
Financial planning entails getting to know each other well, and that goes both ways. Take a moment to learn more about our financial planning experience, our families, and our lives in the community. Richard Noah is a CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC) with 25+ years of experience in the financial services industry.
Financial planning entails getting to know each other well, and that goes both ways. Take a moment to learn more about our financial planning experience, our families, and our lives in the community. Kathy Essick joined Legacy Financial Services in 2013. She assists Richard with client services, including client advocacy, setting up and implementing financial plans, managing compliance, Wealth Vision reporting, and other key tasks.
Financial planning entails getting to know each other well, and that goes both ways. Take a moment to learn more about our financial planning experience, our families, and our lives in the community. Molly Carr was born and raised in Spencer and graduated from Rochester Community College in 2003. After college she moved to Phoenix, AZ, where she lived for 14 years.
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