859-655-5232

Your Treasure Is Where Your Heart Is.

Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions.

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Legacy Financial Has Solutions

Over 100 years of combined financial experience in one place.

  • Investments

    Creating A Better Way To Invest

    How We Think

    We begin by matching your objectives with your investment portfolio. With risk in mind at all times we help you build your portfolio keeping in mind a few beliefs we hold when it comes to investing.

    We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk. We believe portfolios should have both strategic and tactical allocations. Our portfolios attempt to offset the four primary investment headwinds: consumption, costs, taxes and inflation.

  • Financial Planning

    Coordinating and Simplifying Your Financial World

    How We Think

    We begin by talking about those things close to your heart so that we can help create your financial plan. Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions.

    We help you to coordinate and simplify your financial world. We construct your very own personal website that will aggregate all of your investment accounts with your financial plan, legal documents, tax returns and other important documents, all available at your fingertips.

  • Insurance

    Determining Your Needs

    How We Think

    Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your needs.

    Legacy Financial offers a complimentary analysis of your existing policies to assess the answers to these questions: Is the policy performing as anticipated? IS there a better policy available that meets or improves the current situation?

  • My Legacy Website

    Your Personal Website

    How We Think

    We construct your very own personal website to help with coordinating and simplifying your financial world

    Welcome to My Legacy Website. You can log-in to your personalized site below.

    Log-in To Your eMoney Advisor website here

Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions.

We begin by talking about those things close to your heart so that we can help you create your financial plan. The Legacy L’s (Local, Leading Edge, Long term commitments, Lifelong Relationships, Lean on us, Lay the Foundation, Live your passions, Launch your Legacy) are combined to create one-of-a-kind solutions.

Our purpose as an independent financial services firm is to provide goal oriented financial guidance to individuals, families, and closely held businesses. We provide personal service, thus earning a reputation for excellence in our industry.

Trust Your Legacy To Our Team

We’d love for your to meet us.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants