Investments - Personal, Business & Distribution Planning - Insurance

Legacy Financial Group offers solutions from many leading companies in the industry.  When it comes to planning we take a team approach to ensure each client is receiving the best information for their specific situation.  Our comprehensive approach focuses on looking at the “big picture”, when making specific recommendations.  This Macro approach allows us to keep our clients well diversified not only from a risk perspective but also from a tax standpoint.

"Our ideal client is someone who appreciates professional advice, values long term relationships, and wants to protect and provide for their family or employees."

You can learn more about our team under the "about us" tab.