Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Long hours, even longer days, your hard labor and dedication. Everything you’ve done up to this point has been to secure a comfortable future for yourself and your loved ones.
So now that you’re here, where do you go next?
Legacy Wealth Strategies specializes in providing comprehensive financial guidance to help ensure you reach your retirement goals, with portfolios designed to grow your wealth and build your legacy. We are not just merely financial advisors – we are advocates for our clients, whom we treat like family. All strategies we develop for you will be solely in your best interest, focused on achieving your goals in the most efficient way possible.
Call us today to take hold of your financial future and let us help you achieve a comfortable retirement for yourself and your loved ones: (502) 931-2936 or email.
From investment to estate guidance, our breadth of services is built upon strategic planning and tactical management.
Our holistic process covers all bases – when developing your plan, we thoroughly examine your complete financial picture so that we may help set you up for success.
With our decades of combined experience and three office locations, our team is well equipped and ready to help you achieve the financial future you’ve always dreamed of.
With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Legacy Wealth Strategies and is not sponsored or endorsed by Cetera nor Legacy Wealth Strategies
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.