How does the advisor help clients – Key Takeaways:
- Legacy Financial offers a wide range of financial services to help clients achieve their financial goals.
- The firm takes a holistic approach to financial planning, addressing both short-term and long-term needs.
- Legacy Financial’s team of expert advisors are highly knowledgeable and experienced in their respective fields.
- The firm values strong relationships with clients and strives to provide personalized and attentive service.
Facts and Insights
Legacy Financial is a leading financial advisory firm with a solid reputation for helping clients achieve financial success. The firm has been in business for over 20 years and has a strong track record of delivering high-quality financial services to individuals and families. Legacy Financial is committed to providing clients with the knowledge and tools they need to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
- Wealth management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
- Education funding
Client Types
Legacy Financial serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Legacy Financial is a fee-only advisor, which means the firm only charges fees for the financial services provided to clients. This fee structure ensures that the firm’s interests are aligned with those of its clients. The firm also believes in transparency and will always disclose all fees to clients before any services are rendered. This allows clients to have a clear understanding of the costs associated with their financial plan.
Background
The team at Legacy Financial consists of highly experienced financial advisors who have a combined total of over 100 years of experience in the financial industry. The firm’s advisors hold various certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®). This diverse set of skills allows Legacy Financial to provide comprehensive and knowledgeable financial advice to its clients.
Financial Advisor Disclosures to Know
As a responsible advisor, Legacy Financial is committed to transparency and maintaining strong relationships with clients. The firm adheres to all regulations and guidelines set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Before engaging in any business with a client, Legacy Financial provides a detailed Form ADV Part 2A disclosure document that outlines the firm’s services, fees, and any potential conflicts of interest.