65+
Years of Finance Experience
150+
Small Businesses and Families Served

Your Partner in Success
It all starts with a plan! The Legacy Financial team believes that proper planning can lead to a successful retirement. By utilizing models to change the variables and inputs that can affect a strategy, we can better simulate what the accumulation and income distribution phases could look like. Once our clients understand what their savings strategy is, how long it might take to get there and some of the investment strategies they can choose, they are off and running!
Accumulation Planning
- Get to know your client
- Create Financial Plan
- Review and implement
- Monitor/Improve
- Tax Planning

Income Distribution
- Income needs
- Estate planning
- Capital preservation

Income Distribution
- Income needs
- Estate planning
- Capital preservation
- Tax Planning