Who We Serve
Legacy Capital Planners launched with the belief that our clients could benefit from a fresh approach to planning. With a topic as important as wealth management, we believe our clients deserve to have an advocate that helps them develop a straightforward plan completely focused on their goals. We deliver focused financial planning for those people who are interested in living their legacy now, not just leaving it for the future!
Our clients frequently hear us ask questions like...
- What matters most to you and your family?
- What does financial success mean to you?
- How will your money help you reach your personal goals?
- How much will you need to retire the way you desire?
- Once your basic needs are covered, what “legacy” priorities do you want to pursue?
We work best with individuals that have a positive attitude and are fully engaged in their financial affairs, believe in the value of our guidance, and choose to embrace the idea of intentional legacy.