
FOR THIS MOMENT
Financial Planning
Each of the financial advisors with Legacy Capital holds the CERTIFIED FINANCIAL PLANNER™ Designation. CERTIFIED FINANCIAL PLANNER™ professionals are trained in 72 areas of financial expertise and are required to accrue 6,000 hours of professional financial planning experience prior to earning their certification. When you hire a Legacy Capital CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
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CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, the advisors at Legacy Capital have made a commitment to the CFP® Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can support your financial planning efforts over time.
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Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. Choosing to work with Legacy Capital means you are working with an advisor who has goals of providing financial planning services tailored to your unique needs and circumstances.
Financial Planning
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Retirement Planning
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Business & Succession Planning
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Asset Management
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Tax Efficient Strategies
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College Savings
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Insurance & Risk Management







