Our History
Years of experience have prepared us to guide you through your life transitions.
Focus on Education and Service
Legacy Financial is an integrated wealth management and tax planning firm with solutions for all of your financial needs. Our quest is to support your ability to live the lifestyle you seek both now and in retirement. We focus on education to ensure that you can confidently make the financial decisions that will help you progress toward your goals. Our dedicated team is here to give you the personalized attention you need to help achieve your goals.
Our Approach is Personal
The decisions are yours to make. Our mission is to provide the support, information, and resources you need to make the right ones. We want to be your trusted advisor now and into the future because we know that the choices you make now will affect both your future and your legacy. We believe that the more you know about your financial environment, the more confident you will be.
Comprehensive Financial and Tax Planning
A robust financial plan should incorporate tax planning to be complete. We integrate our financial planning and tax management services to provide you with a keen focus on your overall financial picture now and moving forward. Our extensive menu of services includes all the tools you need to create and pursue your financial vision. We work to support that vision, whatever it is, and to illuminate the path forward to your confident financial future.
Services for Every Unique Client
Incorporating financial management with tax and accounting services gives Legacy Financial effective tools to help support and educate every client.
Wealth Management
We support individuals and families seeking to create or adapt their financial roadmap. We give you the personal attention you need to build a confident and comfortable future for you and your family. Let us support your dreams today.
Tax & Accounting
Our skilled tax and accounting professionals share the tools you need to effectively manage your financial life. We incorporate tax and accounting strategies with comprehensive financial planning. Explore our services today.
