Legacy Capital Associates
Products and services. Aligned with your priorities.
Banking. Insurance. Investments.
There are many financial products and services to consider.
I understand how crucial it is to choose those that best address what matters most to you.
So, as I work with you, I ask about your needs. Your dreams. Your values.
Then I offer solutions that will provide clarity about where you're at and confidence about where you're headed.
My goal is to establish an ongoing financial relationship with you to help you reach your financial goals that include your values. I specialize in helping people be more secure in areas of:
- Analyzing and optimizing your financial position
- Developing a tax-advantaged strategy.
- Help discover which account vehicles to be saving/investing into
- Answering whether or not you will have enough to retire
- Addressing any shortfalls in your current financial plan and helping you fix them
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
