Statement to Clients

Legacy Financial is sincerely focused on the needs of the individual client.

I began my career in the financial industry in 1999 and founded Legacy Financial, LLC in 2004. Legacy Financial is sincerely focused on the needs of the individual client. I work to find solutions that serve as a perfect fit for my clients’ financial goals, needs, and risk tolerance. It’s not about investment fads or short-term trends, but about building an approach that meets the short-term and long-term needs of the client. I am my clients’ trusted advisor and we walk side-by-side, working toward achieving their financial goals and living their dreams.

As an RDAFN investment advisor, I have a fiduciary responsibility to my clients at all times. I am paid an asset- based fee, so my interests are aligned with my clients. I take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, I network with experts in numerous disciplines, enabling me to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time.

It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility which I view is the result of the most important financial decision a client may make, a responsibility that I accept willingly, and to which I dedicate my career to carry out properly.

Background Information