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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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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Mortgage Acceleration

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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