859-655-5225

Investments

Investing For Your Future

We believe asset allocation is the primary driver of investment return while diversification is the key to managing investment risk.

Creating A Better Way To Invest

As an independent fee-based advisory firm, we welcome conversations around asset allocation and as true financial planners; we enjoy marrying investment and financial planning. We learn from past experiences. We analyze situations. And most importantly, we take the time to educate our clients. Investments can be complex and our goal is to provide objective, unbiased insight and advice. With this in mind we want to identify four key areas we consider integral to our portfolio construction.

Justin is ready to help take you to the next steps in the investment process at Legacy Financial.

If you would like help call Justin at 859-655-3862, or email him.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants