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 with clients that are preparing for or living in retirement. 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. 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

Retirement nearing? Do these 5 things first.

by Ray Sagner on Mar 18, 2024

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
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