About Us

Misson Statement:

The Legacy Foundation strives to create an advocacy environment for our clients to capitalize on life planning goals and strategies through a customized approach in all areas of financial planning. This is achieved by acting in the best interest of the client as a fiduciary, maintaining independence by offering non-proprietary products with the highest regard to ethical corporate governance.

The Legacy Foundation is an independent firm providing financial planning strategies and asset management. For 30 years we have been advising clients, primarily university employees, using our expertise in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans.