What to Expect
Our team at Legacy Financial aims to put every person that crosses our path at ease. We recognize the honor and privilege of having input into our client families’ lives and strive to steward that responsibility well in the care we offer. You can trust that the information you share with us will be entirely confidential. We work with clients nationwide and internationally – especially with the advent of Zoom, distance is not an issue, and we are happy to meet virtually or in person.
The key to the successful long-term relationships we have with clients is starting off with the right fit. That is why before we bring on a new client, we go through an extensive information-gathering process. Only with a complete understating of someone’s long-term financial goals can we determine if we are best suited to help them succeed. Additionally, we want to effectively demonstrate our expertise, experience, and trust to the point that you feel there is no doubt we are the firm that best serves your needs. As such, until you have chosen to implement our recommendations under our care, there is no charge or expectation.