Whether it is getting the last child through college or recognizing that you’ve “arrived” and need to discuss family legacy and succession, family is always the driving force and #1 on the why list on your financial journey.
Some of our clients have their retirement date written on the calendar and all efforts are working towards that goal. Some clients are already retired, so preserving lifestyle and mitigating risk are paramount. Still other clients tell us they’re not interested in retiring not interested in retiring from their “purpose in life” and so strive to achieve a “work optional lifestyle." Whatever your choice, we never lose sight of getting you there. This is #2 on your why list.
When all things and all people have been taken care of and your journey has been successful, we talk about you bucket list: The things you’ve been putting off until now. This is #3 on your why list! It’s time to enjoy the spoils of a journey and life well lived.
Money is certainly what we do at our firm and we take it very seriously. We are deeply committed to our clients around all things financial. What we understand and communicate to our clients is that money is never more than the vehicle or the how.
We want to focus on the why above the how because that’s what matters most in your individual journey to financial independence.
Our team is excited to serve you as you start or continue your journey. Our first conversation is to familiarize you with our proprietary process, The Harmony FORMula, where all the important pieces of your individual journey live. As your life unfolds and your needs evolve, it is our Process that ensures the pieces of your puzzle remain in place and relevant.
Legacy Financial Services was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our Harmony FORMula process helps you pursue your financial independence.
Having developed and refined this proprietary process, some things have become clear...
At Legacy Financial Services, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited to assist. In doing that, we are able to provide an elevated client experience which keeps all the pieces of each client's individual financial plan in place. We are happy to answer client experience questions during your first meeting!