Legacy Financial Advisors Primer

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.