Transitioning into retirement can be challenging and we are here to help. Legacy Consulting LLC and its affiliates have been serving the community since 1998 with retirement income, wealth transfer and tax strategies. Legacy Consulting LLC is a hometown boutique financial services firm. We strive to bring simple and efficient solutions to our clients because most financial mistakes are made when the right questions are not asked. Our job is to make sure you ask the right questions. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Legacy Consulting, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.