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.
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.