We're a women's forward firm here at Legacy Financial Group. With the majority of our team being female financial planners, we have firsthand experience and a deeper understanding of the unique financial challenges and concerns that women often face. This can include topics such as pay disparity, career breaks, juggling work and family responsibilities, and planning for long-term financial security. With our experience and perspective, we can relate to your experiences and provide empathetic guidance tailored to your specific needs and apsirations.
We will discuss the specific challenges women face in areas such as pay disparity, career breaks, and retirment planning.
We empower you with the tools needed to achieve financial independence through protection, retirement planning and education.
We specialize in financial considerations related to life events like marriage, divorce, becoming a parent, or caring for aging parents.
We will help you create a roadmap for your loved ones through estate planning to maximize the legacy you have created.
Hadley, Melanie and Ann at the Advisor Group's W Forum women's conference in Austin, TX February 2022
Melanie and Ann sharing their expertise in Medicare and Social Security on stage at the W Forum in Austin, TX Feb 2022
Legacy Financial Group's annual Holiday party at the Depot in Torrance, CA - December 2021
Ray and Donna Day with the President and CEO of Sagepoint Financial, Desiree Sii. Dinner at the Depot celebrating Ray's retirement, Feb 2022.