Dedicated to helping our clients achieve their financial goals through personal service and independent guidance
401(k) ROLLOVERS - Legacy can show you the benefits of rolling over your old 401(k)s to an IRA that you control.
FEE BASED INVESTMENT ADVICE - Legacy offers fee based investment advice with independent portfolio construction, asset allocation guidance and monitoring.
RETIREMENT PLANNING - Whether you are drawing income from your investments or trying to figure out how much to save for retirement, Legacy can help you organize your retirement planning goals.
STRETCH IRA - Minimize the income tax burden on your family by doing IRA planning now. Legacy can show you how the Stretch IRA may reduce taxes for you and your family.
ESTATE PLANNING - Legacy can help you plan to leave your hard earned savings to your loved ones, not the government.
INVESTMENT REVIEW - We are happy to provide a no cost, no obligation review to see if we can help.
Helpful Content
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Saving for College 101
Here's a crash course on saving for college.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?