Founded in 2003, Legacy Financial Strategies, Inc. is an independent financial advisory and wealth management firm. The company operates on a team-based model to provide clients with customized financial strategies covering retirement planning, investment management, risk management (insurance), and estate planning. Their stated mission is to help clients build, manage, and preserve their wealth to create a lasting legacy. The firm is a registered investment adviser with the SEC and a registered broker-dealer with FINRA.

Founded in

United States