Our Services

Financial Planning and Complementary Services

At Legacy Financial Services, we specialize in comprehensive financial planning because we believe in taking a holistic approach to helping you pursue your financial goals. To support this overall approach, we offer services, from tax strategies to long-term care insurance, that go hand‐in‐hand with comprehensive financial planning.

Comprehensive financial planning
Fee-based investment management
Retirement accumulation
Retirement income planning
Tax reduction strategies
Life, health, Medicare supplement, disability and long-term care insurance
Estate and legacy planning
Business succession planning
Education planning/529 plans

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, KS, MN, ND, NE, OH, SD, TX, WA, WI