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