Professional Financial Guidance

Over the year our firm has helped hundreds of individuals build and preserve wealth for brighter financial futures. As clients have progressed through the various stages of affluence and wealth accumulation, philanthropic desires have naturally emerged as a heartfelt part of the financial planning process. Through an array of personalized, charitable giving strategies, We help our clients leave significant and enduring legacies to both family members and the community as a whole.

The Legacy Group, Ltd. is an independent, Fee-Only firm. Because there are never any conflicts of interest to color our thinking, we can be extremely discriminating in our advice and recommendations. We are dedicated to serving our clients' best interests.

Fueled by progressive thinking and a synergistic team environment, The Legacy Group delivers uncompromising service through a high level of personal commitment and client-focused awareness.

The What, How, and Why is The Legacy Process and consists of planning, prioritizing, implementing, and monitoring. With your values and priorities to guide us, we offer creative and personalized solutions, one client at a time. Charting a course that seeks to enhance your financial resources and, ultimately, guide your wealth along the path of greatest good, is the heart of The Legacy Process.

We begin with understanding who you are with an emphasis on clarifying Life Goals for yourself, your family, and your community. We get to know you, developing Life/Wealth programs as unique as you are – programs to fit your life, not the other way around. Our approach does not result in a single, rigid solution, but rather a vital process in which your financial resources are always at the service of a clearer and more refined view of your individual goals. It is an experience that is both affirming and transformative.

As your trusted advisor, we will work closely with you to create, implement and monitor a personalized plan that seeks to:

  • Create and preserve personal wealth
  • Reduce the risk of financially devastating events
  • Develop strategies to help reduce the burden of taxes and inflation
  • Build consistent and predictable retirement income streams
  • Maximize wealth transfer from one generation to another
  • Endow legacies of hope, beauty and joy in the community
  • Foster peace of mind through proper planning today

Our first step is to gather all the quantitative and qualitative data from our client. It is critical that we get to know our clients and their financial situation better than anyone else. Our job, very simply, is to take the information we get and use the tools and knowledge we have, to help clients move forward to where they want to be financially.

Once we gather the information from a client, we assess their needs for Retirement, Investments, Savings, Estate Planning, Risk Management, Tax Management, Debt Management, and if need be College Savings, and Elder Care. State-of-the-art systems and support technology enhance our ability to provide clear, concise reports that keep you up to date on portfolio performance.

Depending on the client’s needs, we will meet in person to review their investments and discuss any planning issues at least twice each year. We are always available on an “as needed” basis. We utilize periodic phone meetings and send emails with information that may be useful to clients. And we provide newsletters and special reports to provide additional information, insights and commentary on economic trends and broad market performance.

We love our work and take extra care to ensure that our clients have the best possible financial planning experience. Our mission is to guide our client’s wealth along the path of greatest good and we get special satisfaction from being their partner as we work towards reaching their financial goals.

While each client's personal objectives and financial goals are as unique as the individual, our guiding mission remains the same: To preserve and strengthen your financial position in the years and decades to come.

Whether you are building assets for the future, or seeking to protect, enjoy and pass on those you already have, The Legacy Group can help you along the way.