Legacy Financial Advisors is a fee-only financial planning and investment advisory firm that provides the planning and investment advice you need at a reasonable fee. We offer the following financial services:
- Financial Planning
- College Expense Planning
- Retirement Planning
- Income Tax Planning
- Investment Advisory Services – Portfolio Construction
- Business Owner Strategies
- Portfolio Rebalancing
- Budgeting and Cash Flow Management
Ongoing investment advice after the initial plan and portfolio construction is designed to cost approximately 10-20 basis points annually for most clients. Our fee structure is clear and you have time to make decisions without pressure, with a week to review our contract and engagement letter before starting a project.
Legacy Financial Advisors LLC – Customized, competent, conflict-free financial services.