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Legacy Financial Strategies, Inc. logo with bird's nest and 'Leave a Legacy'
Bird's nest with white eggs and one golden egg

Leave A Legacy...

Hands holding a nest filled with coins

...Helping you enjoy & protect

​your Nest Egg

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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A Few Words About Us

We here at Legacy Financial Strategies, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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