Legacy Financial's work will help you identify and define the key financial goals that are important to you, your family and your business. We will then evaluate your present financial arrangements with regard to their capacity to achieve your goals. As an independent fee-based advisory firm, we welcome conversations around asset allocation and as true financial planners; we enjoy marrying investment and financial planning. We learn from past experiences. We analyze situations. And most importantly, we take the time to educate our clients. Investments can be complex and our goal is to provide objective, unbiased insight and advice. With this in mind we want to identify four key areas we consider integral to our portfolio construction.
Senior Financial Advisors