Whether our relationship is based on investment management or the complex process of distributing your wealth, Legacy's team of top industry performers will act as your CFO, financial educator, and trusted advisor, working with you toward your desired goals. Ultimately, the best measure of our success is helping you to effectively carry out your wishes and leave the legacy you desire. All of us at Legacy share the conviction that you and your family should ultimately be in charge of your own financial future. By making decisions together, you create a shared purpose and common values that will help to strengthen the bond between generations. Our goal is to guide you through this ongoing and very significant process in your life, and to implement a plan that you and Legacy create together. Legacy’s independence, planning process, and motivation set us apart from other financial advisors. ● An Independent Entity ● Defined, Yet Flexible, Planning Process ● It’s About More Than Making Money As a corporate role model in our community Legacy aspires to be the leader of the Pay it Forward model by providing educational support. We believe that providing education to those in need empowers them with the tools and confidence necessary to make a positive impact on their lives, the lives of their families and the community in general. In addition, those who have been helped by the model often find themselves in a position to "Pay It Forward," ensuring that the model lives on.