Mission statement

Legacy Financial Services, Inc. is dedicated to providing customized client investment strategies and outstanding service and professionalism to its clients.  We believe our independence and integrity is the fundamental key to our success. By building long-term relationships with our clients, we create a foundation of confidence and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as complex and intimidating.

Why we’re different

A word we like to use to frame how we work together with clients is “ministry.” We’re not preachy, but one of the definitions of this word is “a person or thing through which something is accomplished.” We believe we can be that for you. Retirement planning can be complicated, but it’s less overwhelming if you take a series of steps over time and plan accordingly with someone who has experience in the industry. We have more than 25 years of experience in the financial industry and can help savers, retirees, and soon-to-be-retirees address the many complex investing needs they may have and work toward accomplishing their goals.

1. We are passionate about our clients and strive to build long-term relationships with them and their families. Our strong company culture includes integrity, dependability, and responsiveness in everything we do. It also sets our bar high for personal and professional standards in order to continue to earn the confidence of our clients, both existing and prospective.
2. For our advisory clients, specifically, our firm works under the fiduciary standard, which means that we are held to the highest standard of care and that we act in your best interest at all times. We put your needs and interests first and take the time to educate you on the investment options that are most appropriate for your specific needs. We will help you on your terms and are not bound to the limitations given by large corporations. We also don’t have any sales quotas or selling arrangements that might interfere with our commitment to provide completely independent financial guidance.

We believe planning and investing go hand in hand

• You can’t do one without the other, and the sooner you start, the better. Through comprehensive retirement planning, we help you determine what your short-term and long-term goals are, how to work toward meeting them, assess your current lifestyle and figure out what’s a good savings plan for you. And have you thought about these questions: When do you want to retire? Where would you like to live? What do you want to do when you retire? Where might you want to travel? The answers to all of these questions will help formulate your financial plan, and move us forward.

When clients work with us, they also benefit from the experience and knowledgeable network of planning and investment associates who support our firm (including CPAs and attorneys). Our goal is to help answer your questions, map out your financial future, and work closely with you so that you feel just as confident about your finances as we do.