Grow
What We Believe... Steady plodding brings prosperity; hasty speculation brings poverty. Proverbs 21:5 What price are you willing to pay for growth? “Most people never achieve long term growth because there is no real specific defined objective. The desire for present day satisfaction overrules the...
Protect
What We Believe... The prudent see danger and take refuge, but the simple keep going and suffer for it. Proverbs 27:12 How much is enough? Protection is about perspective in a world of uncertainties where the only certainty is we can never predict the future. Protection is not just about having...
Impact
What We Believe... Of what use is money in the hand of a fool, since he has no desire to get wisdom? Proverbs 17:16 What will you do with what you have been entrusted? Balancing your life through financial planning allows you to work with your heirs to receive what will be entrusted to them one day...
Retirement Planning
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
Business Transition Planning
"The real value we brought to this case was the facilitated conversations that brought about clarity. Through the many conversations we had with Fred and his sister, Geri, some together and some separately, we were able to help them reach an agreement that was beneficial to both even in the midst of...
Wealth Transfer
"Through the coordinated efforts of the Legacy team, an asset that had caused confusion and angst for the Johnsons for a number of years was sold. For the first time in their marriage they had an understanding of their combined assets and clarity on how those assets would be dispersed. Bill’s mother...
Multi-Generational Planning
"Teresa’s story highlights two of the most important principles we emphasize at Legacy Planning Advisors. The first is a long-standing, trusted relationship. Teresa has been a client for almost a decade, and we continue to meet and speak with her on a regular basis. The second focuses on the...
Financial Planning
"We believe in a promissory relationship. Even if a client is suffering from a lack of confidence due to a poor financial decision, we are committed to work with that client to establish a sense of clarity, regain confidence, and increase capability. We do not retract from a difficult financial...
Tax Planning
"Legacy’s plan focused correctly on their over-arching goals first and still included all the advantages of tax-savings and wise estate decisions. This is the power of correct perspective and experienced wisdom." —Chris Cushman, Wealth Advisor Client Profile John and June Martin, both age 63, were...
Philanthropy / Charity
“The Becks came to us with a vision about what they wanted to do with their wealth, but did not have a clear process for how to make that vision a reality. It was our job to help them determine how best to use their accumulated assets to fulfill their vision and glorify the Lord in the maximizing of...
Retirement & Life Planning
"This couple was wise in coming to see us at a stage in life where most individuals haven’t given much thought to retirement. Having almost 10 years until Shane’s retirement gave us the opportunity to first get his financial affairs in order and on track for retirement. Even more importantly we were...
Special Circumstances
"We have worked compassionately many times with widows in crisis situations similar to Beth’s. The key very much becomes balancing decisions that need to be made slowly in a time of emotional transition while still not missing deadlines or indefinitely delaying decisions that need to occur. In...
