Our Services: Wealth Management That Revolves Around You
Financial planning, investments, retirement, special needs, tax, insurance, and legacy planning for clients across the country.
We offer a wide variety of services, all geared to help you with your financial goals. You set your goals, and we build the plan.
At The Legacy Financial, we help individuals and families navigate life’s most important financial decisions. Our comprehensive approach integrates retirement planning, investment management, special-needs planning, tax considerations, insurance, estate planning, and charitable giving into one cohesive strategy.
As fiduciaries, we believe planning should be personalized, proactive, and designed to provide clarity through every stage of life. We don’t work for an insurance company or broker/dealer—we work for you.
Financial & Goal Planning
Your roadmap for pre- and post-retirement — a comprehensive plan built around your goals, risk, and time horizon.
Learn MoreInvestment Management
Fiduciary, customized investment management — no proprietary products, built hand in hand with your goals.
Learn MoreRetirement Planning
Traditional & ROTH IRAs, SEP and SIMPLE IRAs, and 401(k) plans for employees and small business owners.
Learn MoreInsurance Planning
Life, long-term care, and disability coverage — a key part of wealth transfer and protecting your family.
Learn MoreRetirement Management
Social Security timing, RMD management, and budgeting for health and living expenses in retirement.
Learn MoreSecurities Collateral Lending
Securities-backed lending through LPL's referral program with third-party banks for added liquidity.
Learn MoreEducation Planning
Savings strategies for college, graduate school, vocational training, and K-12 education.
Learn MoreEstate Planning Strategies
Asset disposition, wealth transfer, and guardianship strategies to protect your legacy.
Learn MoreLet’s Start the Conversation
Every financial journey is unique. Whether you’re preparing for retirement, planning for a loved one with special needs, or building a lasting legacy, we’re here to help.