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

Investing in Tangible Assets

by Ray Sagner on Sep 19, 2019

Remember Beanie Babies?  In the late 1990’s, Beanie Baby mania swept the country, with amateur collectors searching frantically at every card shop and kids store to find the latest beanie. Many turned to online stores and eBay, looking for the Beanie Baby that would make them enough money to retire or send their kids to college.

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Financial Literacy for Children

by Ray Sagner on Sep 12, 2019

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

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Bankruptcy Basics

by Ray Sagner on Sep 5, 2019

While never an easy decision, filing bankruptcy can provide immediate assistance to those struggling to pay their debts. A long, sometimes complicated process, filing bankruptcy should never be the first solution to manage debt, but can provide a way to start over, free from overwhelming debt.

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