Welcome….and thank you for your interest in our Fee-Only Financial Advisory Service.
The Legacy Group, Ltd. is an independent Registered Investment Advisory Firm. We specialize in providing wealth management and financial planning advice tailored to meet each client’s specific objectives. Financial planning includes retirement planning, investment planning, estate planning, risk management and charitable giving strategies. Our value is in helping clients develop a financial map, provide the discipline to stay on the path and to help clients see the necessary steps to improve their financial lives.
We manage our clients' investment portfolios and offer financial planning advice on a Fee-Only basis. Our clients pay no commissions, and third party compensation is never accepted. This eliminates any potential conflict of interest and allows us to adjust portfolios as needed, without incurring unnecessary costs. We have no obligations to anyone but our clients and there is no incentive for us to do otherwise.
Most of our clients are individuals, business owners, and other professionals who value a long-term relationship with their advisor. The majority were referred to us by other clients or by professional advisors. We excel in advising clients in pre and post retirement planning and cash flow management, and those with sudden wealth or a change in marital status as well as single professional women. And we also have expertise in working with non-profits, foundations and small professional office retirement plans.
Our advisors are Certified Financial Planner™ professionals. Ron LeBlanc, CFP®
has been in practice since 1982 and recently retired. Ray Sagner, CFP®
, in practice since 1998, joined the firm in 2004.
The Legacy Group, Ltd is an investment advisor registered in the states of Oregon and Washington. We also serve clients in several states in which we are exempt from registration. We only transact business in states where we are either properly registered or exempted from registration. The Legacy Group, Ltd., will only provide individualized responses to persons that involve either the effecting of a transaction in securities, or the rendering of personalized investment advice for compensation, with registration or exemption.