A leading financial services firm, the Legacy Group seeks to continually serve their clients' needs by helping people live their legacy. With educational seminars and private consultations, they combine sound financial principles and the latest innovation to achieve financial goals.

Highly creative entrepreneurs and small business owners can benefit from The One Page Business Plan ™, a powerful planning and performance management tool for Alignment... Accountability... and Results.

Another unique approach, the Financial DNA® behavioral assessment tool helps clients discover their unique financial personality, aptitudes and talents to develop their investment plan.

Financial services offered:

1031 Exchange

Strategic Investment Advice

  • Money Management
  • Asset Allocation
  • Stocks, Bonds and Banking Products
  • Real Estate Investments and 1031 Exchanges

Our Clients Wealth Management Tool

Financial Planning for

  • Retirement /"Income for Life"
  • College Funding
  • Estate Planning
  • Business Succession
  • Charitable Legacies

Our Clients Financial Planning Tool

Employee Benefits

  • 401 K
  • Liability
  • Life and Health Insurance
  • Workers Compensation and Disability

To provide a professional level of guidance regarding all of these services, Legacy financial advisors work in concert with attorneys, certified public accountants and bankers. The level of sophistication and complexity that we offer requires a team of specialists who work together smoothly and efficiently.

For details regarding an event, please click on the date. To register for an event, please use the RSVP form located on the Contact Information page.