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.
Young Families & Professionals
Starting Your Legacy
Trying to balance saving for the future while living for today.
Need protect for you and your family but don't want to be sold products that you don't really need
Our money disappears each month and we cant figure out where its going
We want financial freedom but don't know what that actually looks like for us
Cookie cutter and one size fits all approaches don't work for our life and goals
We want to start investing but have no idea where to begin
Business Owners
You've invested your heart and soul into your business— let us help you turn that dedication into lasting wealth.
Challenges
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.
Welders
Welders Path to Wealth
Challenges
Uneven pay makes it hard to plan
I make good money but have nothing to show for it
I was never taught financial literacy
How can I minimize my taxes
I want to retire early or transition out of the field work
Welding is a dangerous job, how do I protect my family?
Pre-Retires
You only get one retirement, don't take a chance by going at it alone, work with a professional
Challenges
I need help but don’t want to be sold a product or give my life savings to someone I just met
I don't know how to turn my savings into monthly income
How do I minimize taxes throughout retirement and for my beneficiaries
I don't have an estate plan or it needs updating
I'm a great saving but don’t have a clear plan that brings us the confidence we need to retire.
I don't know when I can retire safely
I don't know when to take Social Security
© 2025 Legacy Growth Wealth Managment - All Rights Reserved
Privacy-Policy
