WHO WE SERVE.
No Matter Where You Are in Life, There’s a Path Forward.
From growing families to seasoned professionals — we meet you where you are, and guide you where you want to go.
Business Owners
You've invested your heart and soul into your business— let us help you turn that dedication into lasting wealth, despite the common challenges you face.
Getting killed in taxes
All your wealth is tied up in the business
Working in business not on the business
Cash flow is killing me
I need help forming an exit strategy
What happens to the business if something happens to me
Your Business Runs on You — But It Should Also Build Wealth for You.
Imagine a financial strategy that frees you from constantly putting out fires, and finally lets your business serve your life — not the other way around. At Legacy we partner with business owners to create smart, personalized financial strategies that work behind the scenes while you focus on growth.
That includes:
Tax-efficient planning that helps you keep more of what you earn
A step-by-step blueprint for building wealth outside your business
Clear exit strategies that don’t leave your legacy to chance
A system to improve cash flow and protect your family, no matter what happens
You’ve built something valuable. Now let’s make sure it’s working just as hard for you.
A flat-fee that
keeps more money in your pocket
At Legacy Wealth Management, we think financial planning should be clear — and so should what you pay.
That’s why we offer a simple flat-fee membership. Unlike traditional advisors who earn commissions or only charge a percentage of your assets, our transparent pricing means no hidden incentives, no kickbacks, and no conflicts. You pay one straightforward monthly fee for truly comprehensive planning, keeping more of your money working for you.
A comprehensive financial plan built around your unique goals and values
Quarterly check-ins to ensure your financial strategy stays aligned with your goals and adapts to life changes
Access to fintech and budgeting tool
Proactive tax planning
Free wills and estate plan
Proactive risk management to safeguard your wealth and loved ones.
No commissions, hidden fees, or kickbacks — ever.
No account minimums
You aren't required to move your assets
Zero sales pressure. We’re here to advise, not push products.
No cookie-cutter plans. Every strategy is custom-fit to your goals.
(850) 517-7015
