About
legacy financial
what makes us different…
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Small Business Owners
You understand all too well the effort that goes into creating a successful business and being a hard-working business owner. When you’re spinning all the plates and wearing all the hats that come with running your own business, you need a trusted financial professional that knows all the ins and outs of being your own boss.
When you have us in your corner, you have someone that can help you plan your personal finances in coordination with your business finances. We’ll help provide confidence with finding the right retirement plan for your company and support your employees, too.
The foresight of an experienced financial advisor can help you prepare for future developments and different stages of your business’s growth. We would love the opportunity to sit and discuss how we can help you, your business, and your financial confidence.
Approaching Retirement
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan. We will diligently review this with you regularly and look for opportunities to evolve the plan as your life changes.
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.
Creating a legacy plan
Think of it this way… if you don’t plan for your estate, it will inevitably be done for you. Most often the state will intervene, which can take a toll in taxes, time and additional emotional stress for loved ones. That is why it is important to develop your own estate plan.
We are here to make legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes. We work with the younger generations to help educate them on financial literacy, saving for the future, and investment strategy. We have access to experts in trusts, insurance, philanthropy and family dynamics. Our team is also adept at working with other professionals – such as CPAs and attorneys – to help ensure a well-coordinated approach, that your wishes are communicated to all involved, that your thoughts are thoroughly and accurately documented, and that your plans are amended appropriately as new marriages and births occur in your family.