Guiding wealth along the path of greatest good.

Guiding wealth along the path of greatest good.

Guiding wealth along the path of greatest good.

We specialize in providing financial planning advice and wealth management tailored specifically for you. While we work with a diverse clientele including foundations and sudden wealth (divorce or inheritance), our focus is clients ages 45 - 65 that are investing for retirement and planning for retirement income. Our value is in helping you develop a financial map and providing support to guide you down the path of greatest good. We are here to help you through life’s pivotal moments; planning for college, divorce, retirement, job transition, and business succession. We will be there for you because these are not merely events in your life, but part of an ongoing process from which you can benefit, grow and thrive.

The Legacy Group, Ltd. is a Fee-Only, independent Registered Investment Advisory Firm head-quartered in Salem, Oregon serving clients throughout the Willamette Valley and Central Oregon. Our advisers are Certified Financial Planner™ professionals. Ray Sagner, CFP®, has been in practice since 1998, joined the firm in 2003 and is the current owner. Ron LeBlanc, CFP®, the firm’s founder, has been in practice since 1982 and recently retired. Take a step towards greater financial contentment and contact us today.

Guiding wealth along the path of greatest good - we take our mission seriously. Wherever you are on your financial journey, we’re here to help.

Services

 

Full-Service Financial Consulting

The Legacy Group, Ltd. offers a variety of financial consulting services.

 

Fee-Only Professional Asset Management

At The Legacy Group, Ltd., all assets are managed on a Fee-Only basis.

Blog

How to Keep Your Life Insurance Costs Down

by Ray Sagner on Sep 16, 2021

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.
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Retirement as a Single Woman

by Ray Sagner on Sep 9, 2021

As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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