Financial Planning

Why Financial Planning?

Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest rates, and stock market swings. Their effect can unsettle one of our most precious possessions…peace of mind. One thing we can be certain of is that the future will come, whether we are financially ready or not.
Working with a Legacy Financial Trusted Advisor -

With a Legacy Financial Trusted Advisor, you have a far greater chance of achieving your goals than if you don’t plan. And, the right financial planner will give you the guidance you need to:

  • Reduce taxes*
  • Save for retirement
  • Decide how to invest
  • Manage your debt
  • Provide proper insurance coverage
  • Custom-designed programs to try to achieve your special goals…buying a home or condo, retiring early, financing your child’s education and more.


As a client, you and your Legacy Financial Trusted Advisor will develop a confidential relationship based on mutual trust and respect. Above all else, when you become a financial planning client, the emphasis is on the total picture, not just a part. Your financial planner’s goal will be to provide you with the peace of mind that comes from knowing that your objectives have been incorporated into your plan and that you are working with a planner you can trust.

Planning Isn’t Impossible…
The beauty of your plan will be your ability to change it. This kind of flexibility is to your advantage because your goals will change as time goes by. There’s no need to put off planning. The time is now. Creating a plan with a professional financial planner from Legacy Financial  Advisors will help you to know where you want to be and how you’re going to get there.

Financial Planning
To Secure your Legacy -

When you make big financial decisions, you want them to feel right. Whether you need a comprehensive financial plan or guidance in one key area—such as retirement, estate planning, or investing - Legacy Financial Advisors can help.

You'll sit down with one of our Financial Planners to review your finances, discuss your goals, and formulate a plan with clear action steps. It's an in-depth process that creates a practical path to your financial future.

  • You choose the level of guidance you need. Working with a Financial Planner, you can develop custom action plans for specific areas, such as education funding and financial protection. Or, you can create a comprehensive plan that covers all aspects of your family's financial life. Legacy Financial Advisors is completely flexible.
  • You benefit from computer modeling that helps ensure objectivity and precision. Financial decisions shouldn't be clouded by emotions or bias. Guided by computer analysis, we'll help you evaluate your current situation, pinpoint goals, and provide appropriate recommendations.
  • You get a clear, customized report. Your financial professional will assemble an easy-to-follow report that will form the basis of your decisions. It also serves as a reference for follow-up decisions.
  • You receive an action plan. Using your customized report as a guide, we'll create an action plan that will map the steps to help reach your financial goals. Your financial professional can also help implement your plan with the right blend of products and services.
  • You have access to a whole team of specialists. In addition to your financial professional, you're supported by Legacy Financial Advisors’ team of experts for specialized needs.