Why Choose Us

Independent Advice | Planning Expertise | Team Approach

Instead of adding years to your life, we help to add life to those years.

Independent Advice

Who you entrust your money to is of critical importance. At Legacy Financial Group, we help our clients move from the fear of the unknown, to clarity and confidence in their financial future. We focus with independence, which means we have the freedom to choose from a range of investment options in order to tailor our advice for what's in your best interests.

Planning Expertise

We use a comprehensive financial planning process that begins with developing a deep understanding of your needs and goals so we can design a financial track to help you reach those goals. Several of our professionals hold planning designations through the College for Financial Planning including the Chartered Retirement Planning Counselor® (CRPC®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®). To receive these designations, professionals must demonstrate competency through a rigorous exam, a standard of ethics, and continuing education requirements in all planning disciplines.

Team Approach

Our approach with our clients is uniquely team-focused. We don’t operate as a single individual serving you, but a team of professionals with specialization in retirement planning, estate planning, social security, college planning, multi-generational planning, portfolio design, investment selection, research and economic and market outlooks. Each member of our team knows the nuances of your financial situation and is equipped to assist you on demand. You will always have a team-approach to the solutions that we prepare for you.