Who We Serve
Comprehensive financial planning and wealth management for families, professionals, and caregivers across the country.
At The Legacy Financial, we believe wealth management should revolve around you. Whether you’re pursuing financial independence, planning a lasting gift, or preparing a lifetime of care for a loved one with special needs, your decisions deserve a thoughtful strategy and trusted guidance.
As fiduciaries, we work with clients across the country. We help you gain clarity through comprehensive financial planning, investment management, retirement strategies, special-needs planning, and ongoing advice. We take the time to understand your unique circumstances and create a plan designed to help you pursue your goals with confidence.
While every client is different, we frequently work with the following groups:
Pre-Retirees & Retirees
Retirement planning is about more than saving for the future. It requires a coordinated strategy that addresses retirement income, taxes, investment management, healthcare costs, Social Security, estate planning, and long-term financial security.
At The Legacy Financial, we help pre-retirees and retirees gain clarity through comprehensive retirement planning. We begin by understanding your goals for the next chapter of life and then create a personalized strategy around your unique financial picture—so you can navigate retirement with confidence.
Planning for Retirement? Let’s discuss your goals, income strategy, investments, taxes, and the questions keeping you up at night.
Start Your Retirement JourneyIndividuals & Families
You set your goals, and we build the plan. From cash flow and investments to charitable giving and wealth transfer, we act as your financial quarterbacks—coordinating the moving pieces so you can stay focused on the life you want to live.
The one-size-fits-all approach simply does not work. We provide tailored advice, holistic planning, and regular check-ins so every aspect of your financial life works together.
Ready for planning that revolves around you? We’ll help you define financial independence and put a practical plan behind it.
Talk With an AdvisorFamilies With Special Needs
Attaining financial security while providing lifelong care for a loved one with disabilities requires additional planning: guardianship, government benefits, special-needs trusts, and the coordination of legal and financial advice.
Ethan Freishtat, CFP® and CHSNC®, brings both professional expertise and lived experience to this work. We help families design plans that protect eligibility for benefits, fund a lifetime of care, and give caregivers confidence that the people they love will be supported.
There is no charge for the initial consultation. Reserve time with Ethan to talk through your family’s next steps.
Schedule a Special Needs ConsultationPlanning for the life you want—and the people who depend on you
Explore financial, charitable, and legacy planning, or take additional steps for special-needs planning.
Financial, Charitable & Legacy Planning
Define financial independence, incorporate giving, and design a lasting impact for the people and causes you care about.
Learn MoreSpecial Needs Planning
Guardianship, special-needs trusts, ABLE accounts, SSI/Medicaid coordination, and a lifetime of care—planned with empathy.
Learn MoreNot sure if we’re the right fit?
Start with a complimentary introductory meeting—no pressure, no obligation.