Legacy Financial Services | Financial Planning

Your Time Is a Valuable Commodity

We want you to do more than dream your dreams.

We'll help you live them. You want to make a real difference with the time you have—take that trip, fund an education for loved ones, prepare for the retirement you envision, and make the most of your wealth.


Bring a Holistic Approach to
Your Financial Planning

We incorporate your values, fears, and dreams into our planning process.

We invest the time to sit down with you and dig deep into each of your complex needs. You'll never feel rushed because your financial concerns are always important to us. We remain invested in you.

​See Our Story​ 

Turn Your Vision into Reality

You can rely on our team to offer you the skills, knowledge, and experience you need to make your legacy meaningful and purposeful. We deliver a suite of highly customized strategies that are designed to help you pursue your financial goals with greater confidence.


Investment Management

Ensure your investments are managed in a manner consistent with your goals.


Sustainable Investing

Help your money create better outcomes for you, our community, and our planet.


Financial Planning

Develop a comprehensive roadmap that keeps you on the path toward financial security.


Risk Management & Insurance

Help protect your assets against losses and uncertainties.


Education Planning

Ensure your children or grandchildren have the funds to pay for higher education expenses.


Estate & Tax Planning

Help preserve your assets with sound planning strategies.

See Our Services​ 

Seek Positive Results

Your values drive your actions and financial choices.

Like you, we believe in supporting companies that share our values. That’s why we offer you socially responsible investing options. We have the experience and research capabilities that enable us to focus on companies through an environmental, social, and governance (ESG) lens.

Explore Sustainable Investing​ 


Caring for Our Community

We believe strong communities can inspire brighter futures. That's why our team proudly dedicates our time and resources to supporting the causes that are important to our clients and our community.


See Our Community Involvement