65+
Years of Finance Experience
150+
Small Businesses and Families Served
Your Experienced Team of Financial Coaches
Helping elevate clients through financial planning and investment services, including families and small businesses.
Originally established as Clements Group in 1981, Legacy Financial Advisors are financial professionals who follow best interest standards and guide individuals, families, and small businesses with personalized goal based financial strategies and we are fiduciaries on advisory accounts. We believe by through continuous improvement and focusing on our clients, we can positively influence outcomes adding to our community.
OUR SERVICES
Our Team
At Legacy Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We also can answer your questions, including:
- Do I need a 401(k)?
- What is the difference between a Roth and Traditional IRA?
- Is a Million enough?
- Am I taking the appropriate market risk?
- Mutual Funds, Variable Annuity or ETF’s: Pros and Cons?
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
