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Customizing Your Financial Roadmap

Our Services


Family

Goals-Based
Financial Planning

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Family

Investment
Management

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Family

Risk
Management

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Family

Estate
Planning

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Our Planning Process

A Journey Worth Taking

A plan without action is just a plan. Walk with us on your financial journey and experience the Legacy difference. Our proven process produces results: 


Define Your Dash

This meeting is designed to help us understand what is truly important to you and your family so you can Live Your Dash to the fullest.

Creation of Financial Plan

We will create a Financial Life Plan that will provide you with definitive recommendations for achieving your goals based on what you value most.

Plan Implementation

This step is designed to take action by implementing the recommendations from your Financial Life Plan.

Financial Plan Review

We will review your plan and investment portfolio, discuss what has changed in your life since our last review and make recommendations to optimize your probability of success.

Implement Plan Updates

During this phase, we will implement the revisions from your Review and Accountability Meeting. Keeping your plan updated will give you the financial confidence to Live Your Dash. 


Define Your Dash

Schedule Your Legacy Review

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Legacy Financial Group Principals


Integrity


Having honest and authentic conversations about values and goals guides us in offering an effective financial roadmap.

Reliability


You can depend on us and our experience to help navigate you through all types of market conditions.

Commitment


Our pledge is to be with you every step of the way to help you Live Your Dash to the fullest.

Empathy


A goal is a dream with a plan. Our financial roadmap will help you define and achieve the goals you have in mind.

Define Your Dash

Schedule Your Legacy Review