Legacy Financial Designs is an independent financial planning and wealth management firm that operates on a fiduciary basis, prioritizing clients' best interests. The firm specializes in creating comprehensive, customized financial plans that encompass retirement planning, investment management, wealth preservation, and legacy planning. They emphasize a client-centric approach, aiming to build long-term relationships and guide clients through various life stages to achieve their financial goals. As stated on their website, their advisory services and securities are offered through Cambridge Investment Research, Inc., a registered investment adviser and broker-dealer.

Founded in

United States