Schedule a Call
Financial Plan Examples
It’s never too early or too late to get started.
See what Legacy Financial may recommend in your plan.
Whether saving for retirement, planning for education, or ensuring your estate plan is in order, Legacy can help you feel confident you are on the right path.
Making the leap to retirement is a major milestone. See how Legacy can empower you to make the transition and enjoy your retirement with clarity and peace of mind.
You have a lot competing for your attention. Learn how Legacy can help you simplify your life.
Are you on track to meet your goals?
Check your status with our Interactive Cash Flow Planning tool!
During a very challenging time in my life, Legacy Financial Group was there for me with exactly what I needed: a knowledgeable, trustworthy, and compassionate team to give order to my financial life. Despite life’s circumstances being different than I once imagined, Legacy has given me peace of mind to know that I will have what I need financially, now and in the future.
I am an anesthesiologist, and my wife and I are mission-minded. Legacy has helped us achieve our goals of practicing generosity, while also being wise stewards of our resources. When we told Legacy that we felt called to volunteer overseas long-term, they were fully supportive. While many in the industry might have scoffed at the idea of giving up a salary for 4 years, Legacy helped us find a way to make it happen, while still keeping us on track to achieve our long-term financial goals. They have been an incredible asset to our family!
Legacy’s high integrity and academic approach to financial planning have taken a significant weight off of my shoulders since becoming a client. Their team has demonstrated exceptional competence, service, and care for my family’s success and well-being, giving me the freedom and peace of mind to focus on the things that are most important in my life.
As a doctor with a hectic schedule, it brings me peace of mind to know that Legacy looks after my financial well-being on a daily basis. Working my financial plan with Legacy has empowered me to know that my dreams for retirement are not only possible, but are soon coming to fruition. I can’t praise their team enough.
As a CPA / Chief Financial Officer and data driven-individual, I pay attention to the details as they are paramount to planning for current circumstances and future events. The Legacy Financial Team crafted a personal financial and estate plan for my family that is unique and comprehensive, down to the last details.
The team at Legacy Financial Group truly cares about their clients. I have seen this demonstrated numerous times over the years as they go the extra mile to ensure the client’s financial and estate plans are coordinated to accomplish the family’s goals and objectives.
I’ve been a banker for over 10 years. It’s rare to find a wealth management firm with the level of integrity, service, and stability that you find with Legacy Financial Group. Their success is proven, and they continually demonstrate the importance of developing financial and investment goals designed specifically for the needs of each client.
The Legacy Financial Group philosophy of creating trusted relationships built on absolute integrity and placing the interest of their clients first could not be more accurate. Their passion, knowledge, and genuine interest in achieving the best results for their clients truly sets them apart from other advisors. Their competence, depth of knowledge, and up-to-date expertise in the investment sector provides a level of comfort to their clients that is rare to find. Additionally, their timely responsiveness and the complete care they provide each and every client generates a feeling of complete confidence that is difficult to replicate.
Stay in Touch With Us
Sign-up for our newsletter.