Legacy Team members, from left: Joseph McGrane, David Schedler, Bo Bohannon, Nick Carver, Nicole Jones, Michael Mahlik and Terrence Chier.

To learn more:

The Legacy Plan


Financial Planning

Personal financial planning can provide the direction needed to keep your complex financial life on track. By clearly defining objectives and mapping a carefully focused strategy, effective financial planning can bring immeasurable satisfaction to life.

To be effective, a plan must be workable and focused on your goals. It must be dynamic and flexible to change with the circumstances of your life or objectives. Legacy's only focus is a client's future financial security, not the sale of investment products or one-size-fits-all strategies.

By incorporating objectives, inventorying assets, and building a workable plan, Legacy can help clients achieve peace of mind.