Invest Wiser. Reduce Taxes. Retire Better.
No sales tactics. No commissions. Just transparent advice.
THE LEGACY DIFFERENCE
We’re Not Like Everyone Else.
You’re Not Like Everyone Else.
Your money is just a tool. Although it’s very important, so are your values, time, and personal goals. We’re here to help you get to where you want to be in life; to have the life you want to have. Just as you want to understand who we are, we want to take the time to learn about you and what you stand for.
We believe you deserve a true fiduciary at a fair price. We will never try to sell you or convince you to make a decision that is out of your best interests. So we give you a signed fiduciary oath and only charge a transparent flat fee. No hidden fees. No percentages. No commissions.
WHY LEGACY?
Because we care about your story,
your values, and your success
FIDUCIARY
Your interest is first and
foremost
TRANSPARENT
Know exactly what you are paying
FEE-ONLY
Objective advice. No commissions. No product sales
LIMITED CAPACITY
Unlike most, we have limited capacity. You will never be just a number here
CORE VALUES
We only work with people who treat others the way they want to be treated
FLEXIBILITY
You’re busy. We communicate with you virtually or in person. Whatever works for you.
OUR OFFERINGS
How can we help?
Our retirement planning services help you reach your goals without the risk of running out of money.
We want to give you the confidence and clarity so you can spend time doing the things that most important to you. A retirement plan is a living and breathing document. We use an advanced financial planning software to build your plan, track its success rate, adjust for life's unknowns, and communicate the results with you in plain English.
Our goal is to optimize your tax planning so that when you pay Uncle Sam, you don’t leave him an unnecessary tip.
Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional. We also stay up-to-date with the ever-changing tax laws help our clients take advantage of all tax deductions, tax credits, and tax exemptions that Congress and IRS will allow.
Investing is not as hard as it sounds
Most advisors make this extremely too complex with high fees attached. The value is in simplicity. Our investment services include portfolios that are carefully designed to help investors improve returns, reduce risk, and achieve their unique financial objectives. We believe in a simple, 4-part investment philosophy that includes keeping costs low, diversifying globally, limiting taxes, and improving investor behavior.
We believe that Risk Management is the absolute cornerstone of a comprehensive financial plan.
We want to make sure you, your assets, your most valued possessions and your family are all protected. You work too hard to leave these areas of life vulnerable, and we’ll work with you to determine the proper amount of coverage for your needs. This could include things like: Emergency Savings Planning, Long Term Disability Planning, Life Insurance, Long Term Care Planning, Auto & Home Insurance, Umbrella Insurance, Health Insurance, etc.
We help clients with estate planning to ensure their assets are titled properly, protected from estate taxes, and left in control of their heirs.
Too often, even the simplest estate plans (wills + powers of attorney) are never completed. In coordination with licensed attorneys, we help facilitate the estate planning process to ensure that our clients’ wishes will be carried out in the event they become deceased or incapacitated.
OUR CORE VALUES
What’s important to us
Honesty
Loyalty
Transparency
Authenticity
THE LEGACY EXPERIENCE
What you can expect
1
Schedule 20 Minute Call
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise and answer any questions you may have.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
2
Team Meeting
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.
3
Review Assessment
With the Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
We will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Let's get to know each other.
Schedule a Obligation-Free Introductory Call
Stay in touch
Gain access to educational monthly newsletters, straight to your inbox.
"*" indicates required fields
