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The Legacy Foundation
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ESG Investing
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eLEGACY
Fidelity NetBenefits
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The Legacy Foundation
University Professionals
Financial Planning
Asset Management
ESG Investing
About
Contact
Research and Insights
eLEGACY
Fidelity NetBenefits
LPL Account View
University Professionals
Financial Planning
Asset Management
ESG Investing
About
Contact
Research and Insights
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eLEGACY
Fidelity NetBenefits
LPL Account View

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Investing for the Next Generation: ESG and Your Family Legacy
Financial Planning, Retirement Planning, ESG Investing Legacy Foundation 9/2/26 Financial Planning, Retirement Planning, ESG Investing Legacy Foundation 9/2/26

Investing for the Next Generation: ESG and Your Family Legacy

A legacy is not simply what is transferred; it is what endures.

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Summer Break: A Great Time to Plan
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 6/23/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 6/23/26

Summer Break: A Great Time to Plan

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What a Real Financial Plan Should Include
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 6/11/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 6/11/26

What a Real Financial Plan Should Include

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The Mid-Year Money Checkup
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 6/1/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 6/1/26

The Mid-Year Money Checkup

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Required Minimum Distributions & Tax Strategies
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 5/21/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 5/21/26

Required Minimum Distributions & Tax Strategies

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You Filed Your Taxes - Use Your Return to Plan Smarter
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 4/30/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 4/30/26

You Filed Your Taxes - Use Your Return to Plan Smarter

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Are Your University Benefits Working Together?
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 3/3/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 3/3/26

Are Your University Benefits Working Together?

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Are You Using Your 403(b) and 457 Plan Strategically?
Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 3/3/26 Financial Planning, Retirement Planning, Estate Planning Legacy Foundation 3/3/26

Are You Using Your 403(b) and 457 Plan Strategically?

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Office: (434) 971-5917
1415 Rolkin Court, Suite 204, Charlottesville, VA 22911 
info@yourlegacyfoundation.com

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LPL Financial Form CRS    |   PAG Form CRS
Check the background of your financial professional on FINRA's BrokerCheck. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, FL, IN, KY, MD, MN, MO, NC, NH, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV | Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Legacy Foundation LLC are separate entities from LPL Financial.      ‍   ‍