About The Legacy Foundation, LLC

The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 25 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.

Our comprehensive financial counseling includes:

  • Assessing our clients’ current financial positions and identifying any deficits that may impede attainment of their financial goals.
  • Reviewing the core benefits available to our clients as employees: retirement plans, health care plans, disability and life insurance to ensure those employer plans are being utilized in the most advantageous ways.
  • Assembling financial strategies using tax favored programs and products that address short and long-term financial goals.

Our advising staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, CFA Candidate, Securities Registrations with LPL Financial – series 6, 63, 7, 24. In addition, we are health and life insurance licensed.

 

Your financial planning relationship should be more than a toll-free number. There's no single right answer. We're able to access the universe of opportunities because we aren't bound to proprietary products.

Your financial planning relationship should be more than a toll-free number. There's no single right answer. We're able to access the universe of opportunities because we aren't bound to proprietary products.

Mission Statement

Our mission is to assist and advise our clients in reaching their individual financial goals with the greatest potential. We organize your assets by selecting tailor-made programs, guided by your client profile, that speak to your particular needs and objectives. This is achieved through professional management of current accumulations, strategies for growth of assets, estate planning, and assisting in the creation of a policy statement that will reflect our clients’ considerations and enable their legacy planning. At Legacy, we are committed to our clients and conduct ourselves with the highest level of integrity and ethical standards.