At Legacy Financial Group we take a planning-first approach where we identify and understand the financial needs and short and long term goals for each individual and family. We then work to determine the path forward and implement customized strategies based on each client’s unique objectives.

Financial & Retirement Planning

  • Investments
  • IRAs
  • Rollovers
  • Cash flow and budgeting projections
  • Retirement planning/distribution planning
  • Tax planning
  • Estate planning
  • College education planning
  • Charitable planning
  • Stock option analysis
  • Deferred compensation planning
  • Employer benefits review and analysis
  • Insurance analysis including life, disability and long-term care

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.