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Commitment to Value-Adding Services

We strive to serve our clients in as many ways as possible. When you join Legacy Financial Services, we work to continuously bring value in our core areas and offer you unique additional services. We’ll discuss a few of those here.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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What Are Value-Added Services?

The Harmony FORMula is designed to move and change alongside your life. Between the continual Discovery →Design →Deploy cycle and the way we try to be the “Conductor” of your financial life, this will inevitably need to include things beyond our primary service offerings. We use the term “value-added services” to signify the additional commitment we have to our clientele.

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Educational Events

Educational Events

Financial literacy is incredibly important and surprisingly low. We offer seminars and webinars to educate the community about topics like Social Security, Retirement Income, Medicare, and general Financial Planning. We typically do not charge for these events, and all are welcome!

Sounding Board

Sounding Board

As a benefit to our clients, we act as a “sounding board” where we’ll meet with any loved ones if they have questions about retirement or financial topics. There’s no obligations for them to work with us afterward – we just want to be a resource to them on behalf of our clients.

Our Other Core Service Areas

Wealth Management

Risk Management

Tax-Efficient Planning

Legacy Planning

Income Planning

Strategic Giving

Interested in Learning More?

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