Legacy Financial Strategies, LLC

Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor. Our fee-only advisors arent paid commissions, so when they make a recommendation, theyre motivated only by your needs. Every client relationship starts with a sit-down meeting where we establish an understanding of your or your businesss financial goals, risks, and obstacles. With a comprehensive view of your finances, we are able to offer actionable advice that will ensure a lasting impact. This data-driven, people-focused process has been improving the lives of our clients for over 20 years. Our fully customized plans help to eliminate financial anxiety so individuals, families, and businesses can focus on whats important to them. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find worthwhile solutions. Our services include financial planning, corporate retirement plan ...