What moves your heart?
Legacy Financial Group is a Thrivent Financial professional agency dedicated to helping you make smart financial decisions that fit your life. As one of the largest not-for-profit financial services organizations in the country, we are able to offer a range of solutions designed just for you including insurance, investment, and retirement planning. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.
Once you connect with a licensed financial advisor in-person, over the phone or online, we can assist you in identifying the goals and values contributing to your current financial picture to be able to discern missing gaps. From there, we can make solution recommendations that are unique to you as we work toward your future goals. But that’s not the end; we stay connected to track your progress and offer adjustments as your life goes through changes.
You deserve to focus on what matters most to you. We’ll ensure you have the tools to do that.
Meet Our Team
Jo Schultz
Veteran and wife, Jo is our teams outreach person. Focusing on our members and what they love, Jo spends much of her time with nonprofits and churches. She is our go to person for member benefits.
- Title
Member Engagement & Community Director
- Phone
- 520-389-8380 ext 2
- Fax
520-389-8386
Hailey McCabe
The newest member of our team is Miss Hailey McCabe. As bright as she is kind, Hailey will most likely be the one you speak to on the phone, greets you at the door or helps set up for your event.
- Title
Office Manager
- Phone
- (520) 389-8380 ext 3
Scott Schultz
LUTCF®, FICF, FIC
This year, Scott celebrates 24 years with this company. As a Christian Father, Husband and business owner, Scott knows the importance of prayerful action. He works hard to ensure his clients can live their dreams of Proverbs 13:22
- Title
Financial Advisor
- State(s) Licensed
- AZ, CA Insurance Lic. #0L76143 , CO, DE, IN, KS, ME, MI, NC, TX,
- Website
- https://connect.thrivent.com/scott-j-schultz
- Phone
- 520-389-8380
- Fax
520-389-8386