Welcome to Legacy Group
The focus of our practice is to help you have peace of mind and a more
financially secure life. Whether your concerns are retirement planning, investments, or estate planning, we help organize the relevant issues and present
you with a simplified list of choices and tradeoffs. We help you focus on strategic decisions rather than the detail.
The foundation of your relationship with an advisor is trust. We volunteer information
about our licensing, registration and compliance records so that you can make a safer advisor selection decision. In addition,
as an Independent Registered Investment Advisor we are an acknowledged fiduciary which means that we are held to high ethical
standards and must act in the client's best interest.
CFP ® CSA®