How we work with you

How we work with you

A man and woman couple looking at a man presenting from a piece of paper

Legacy Group is dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives. We are passionate about inspiring you to achieve new possibilities and we are with you every step of the way—helping you find the right path for your journey.  


What to expect

Genuine relationships 

We forge deep, long-term relationships built through meaningful conversations to better understand your unique expectations, concerns, goals, values and priorities. We then help you realize your life vision and focus on what’s most important to you—be it the success of your family, personal achievements or the legacy you want to leave for the people and causes you care about most.  

As our client, you’ll experience first-hand the intention and care we put into our relationships as we: 

  • Gather information to better understand you and your unique goals. 
  • Identify how we can best work together.
  • Customize strategies and solutions to help you reach your goals. 
  • Connect through regular reviews to assess progress and adapt financial plans as needed.

Financial guidance 

When you work with us, you’ll find that our goals-based approach helps define how you want to live your life. It’s an opportunity to bring clarity for where you are today, while building confidence for where you want to go tomorrow. Our experienced financial professionals, intuitive tools and personalized process help manage your lifestyle, investment and protection needs. We specialize in the following areas:  

  • Dedicated planning services 
  • Income distribution planning 
  • Wealth management
  • Charitable giving solutions 
  • Tax-efficiency planning 
  • Estate planning 
  • Business planning 

In addition, our research, knowledge and expertise provide insight into the nuances of your goals—and how all the pieces fit together. As life happens and your circumstances change, we make sure you’re comfortable with your overall financial picture and help you stay on track. 

Objective advice 

No matter what stage of life you’re in, you can depend on us to help you navigate the complex choices and challenges that planning for the future brings. We offer comprehensive solutions and strategies to help integrate all your interests—family, business, lifestyle and philanthropy. By working together and taking a personalized approach to exploring your financial goals and priorities, our guidance helps inspire you to make thoughtful choices and encourages you to live the life you envision.