The Legacy Foundation, LLC is an independent fee-based advisory firm specializing in financial consulting for university professionals. Our goal is to add value to your financial experience through our services and programs. Our independence allows us to explore a wide range of investment vehicles and programs without the limitations of proprietary products, potentially increasing your chances for success. Why should you choose an independent financial advisor? Find out here! We currently provide both financial planning advice and asset management with reference to 403(b) and 401(a) pension programs. Check our other services and investment vehicles to view our approach in assisting you to identify your legacy.
- Judy Esau, ChFC, AAMS - President/Founder
What will be your legacy?
Asset Management Process
Financial Planning Process
What will be your legacy? We all want to be remembered by a certain legacy. At The Legacy Foundation, LLC, we understand the pressures of the academic lifestyle and the limited time you may have to create your legacy. To that end, we're here to give you more personal time.
At Legacy, you’re not just a target-date fund. Individualized. Responsive. Attentive. We personalize your portfolio depending on what matters most to you. Let us ease your worries and concerns.
Hearing from your pension provider a year before retirement? Where were they for the last 20 years? You need a long-term, cohesive plan with constant reviews and an end goal. Legacy offers a systematic approach to planning.