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At Legacy Financial Group we take a planning-first approach by offering financial planning services that will take you through a series of steps to learn about your goals, objectives, expectations, hopes, concerns and time horizons. Once completing these steps we will develop a comprehensive personalized financial and investment plan designed to meet your desired goals and objectives.

Our Process

The Legacy Financial Group’s Process is based on over 25 years of experience serving our clients and helping them reach the financial outcomes they desire.  It is designed to help you achieve the life you envision for yourself and your next generations.