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

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.