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
Common Challenges With 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
Imagine Clarity, Confidence, and a Custom Plan — Built Just for You.
What if you finally had complete visibility into your finances — where your money’s going, how to optimize it, and exactly when you can afford to step back and live life on your terms?
At Legacy, we don’t sell products — we build financial strategies from scratch based on you.
That includes:
A clear breakdown of what coverage you actually need (and what you don’t)
Real-time budgeting tools that show you where every dollar goes — effortlessly
Personalized projections that map out exactly when you could reach financial independence
A plan that adapts as your life evolves, with ongoing support to keep you on track
You’ll walk away with a clear financial blueprint — but to get it, we need to understand your unique goals first.
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
