At Legacy Financial Group, we understand that creating a legacy is more than just accumulating wealth. It's about making the right strategic decisions around your vision, your wealth, and your business. We are committed to helping businesses and individuals create financial security for generations to come through our comprehensive wealth management, financial planning, risk management, and retirement planning services.
Our team of experienced professionals provide personalized financial planning and strives to exceed our clients’ expectations by delivering an exceptional experience. We are committed to building meaningful relationships that last a lifetime, and our multi generational team approach allows us to provide unparalleled support and guidance to our clients, no matter what stage of life they are in.
We believe that financial planning should be transparent and tailored to each client’s unique needs, which is why we offer individualized financial plans in both the corporate and personal landscapes.
At Legacy Financial Group, we are passionate about helping our clients navigate the financial waters, no matter what life may throw their way. Our goal is to help our clients make their financial dreams a reality by creating a successful, powerful legacy that can be enjoyed by their families and businesses for generations to come.
We are proud to be strategically aligned with Northwestern Mutual, and our commitment to excellence and personalized service has no boundaries when it comes to who and where we can be a resource. Our vision is to be the most desired financial planning firm in the country, and we are dedicated to achieving that goal by helping our clients create a legacy that will stand the test of time.
Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.
Our Mission
"Our mission is to help businesses and individuals create financial security for generations to come. We thrive on building meaningful relationships that last a lifetime” —Phoebe Story & Joshua A. Cohen