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.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2014-2018 Advisor Websites.