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About Us

Personal Attention to Your Goals

Legacy Financial started as a family business, and we still hold those values. We combine our tax practice with financial planning solutions to educate and guide our clients through every stage of life. Our clients are individuals, families, and businesses that rely on us for personalized advice and support across generations to help them maintain their optimal lifestyle in retirement and build confidence in making financial decisions.

Strategic Tax Planning

Strategic Tax Planning

Our tax services include much more than preparation. Effective tax planning examines opportunities for future tax savings. We start with a review of your past returns and offer strategies for productive changes.

Planning for Generations

The choices you make now affect future generations. We offer you the resources, information, and support you need to build a solid foundation for achieving your financial goals now and in the future. Your family can rely on our approach.

An Educational Approach

An Educational Approach

The financial decisions are yours to make. We support your confidence by providing comprehensive education to enhance your understanding of the options and strategies that will help you progress toward your ideal financial future.

Our Core Values

Accessible for every client

We give each client the personal attention they deserve. Our team is dedicated to being there for clients when they need us.

Tax expertise behind each plan

We don’t have to pick between tax advice or financial planning: we do both. Our team has unique tax expertise to ensure your strategies stay tax-efficient.

Foundations built on education

We believe education and understanding are vital to prudent decision-making, so we educate clients on every recommendation.

Longevity because we’re family

We started as a family business and we carry that theme. Our team is dedicated to longevity, and clients know they can rely on us for advice across generations.

Supporting Legacy Financial Services

Our Services

Our integrated menu of services has solutions for every essential part of your financial life.

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Our Approach

We design personalized solutions for your financial growth and life's challenges.

Our Approach

Our Team

Our skilled professional team is here to help you progress toward your ideal financial future.

Meet the Team