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.
Welders
Starting Your Legacy
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?
You Work Hard for Your Money — Let’s Make Sure It’s Working for You.
Imagine having a clear plan for where your money goes, how to keep more of it, and when you can finally step away from the grind without guessing. At Legacy, we don’t sell one-size-fits-all solutions — we help welders like you take control of their finances, protect what matters, and build a path toward early retirement or life beyond field work.
That includes:
A personalized strategy to smooth out income and manage cash flow
Smart tax planning that helps you keep more of every paycheck
A step-by-step roadmap for investing and building long-term wealth
Protection plans that keep your family secure — no matter what happens on the job
You know how to put in the work. We’ll help make sure it actually builds something 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
