CONNECTING YOUR FAITH & YOUR FINANCES TO REACH YOUR GOALS
Retirement Income Planning, Wealth Management, Investment & Risk Management, Forward Tax Planning, College Planning, Legacy Planning, Financial Advice
Legacy Capital Associate's goal is to simplify complex concepts and bring new understanding to a broad range of financial strategies to help you make the most of your financial journey. We are here to help look at your financial strategy from every angle – so you can make wise money decisions.
Our in-depth financial planning covers topics such as:
- Retirement Income
- Cash flow management
- Education planning
- Estate strategies
- Social Security maximization
- Tax diversification
- College Financial Planning
Rich, Matt, Bob and Dave have helped thousands of member-owners make money choices that reflect their values, protect their families, and build community. The team empowers you to navigate today's complex financial world by providing the tools needed to help you feel confident in your financial decisions.