3454 Oak Alley Court
Legacy Financial Partners
Professional Wealth Management
There are no absolutes in life or investing. Despite that we do our best to put our clients' needs, and their financial goals, first. Whether you are already retired, a pre-retiree, or a young professional looking to accumulate wealth, we can work with you to make a plan to achieve your financial goals
Investment Advisor Representative
Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for the unexpected.
We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service. With more than 39 years of combined experience and industry knowledge, we've seen it all, or nearly all. We Understand each client is unique and faces different challenges, which is why we take a personalized approach to each individual plan.
The financial markets are always changing, but staying educated can help you stay the course. That's why we regularly post articles and resources to keep you informed.
Systematic Withdrawals in Retirement
Is a SEP-IRA Right for Your Business?
Putting a Price Tag On Your Health
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.