Legacy Financial Strategies, LLC
WHO WE ARE
Based in Leawood, Kansas, Legacy Financial Strategies is an independent fee-only financial planning firm. As a Registered Investment Advisor (RIA) our team must legally adhere to a strict fiduciary standard which puts the needs and interests of our clients first at all times. We can’t receive commissions and we have no products to sell. Since 2000, we’ve been assembling one of the best teams in the business with a range of specialties, credentials, and expertise to provide sound advice and a lasting impact to individuals, families, and organizations all over the nation.
Our CERTIFIED FINANCIAL PLANNER™ practitioners are all flanked by a team of Paraplanner professionals to provide a unique experience few firms can replicate. Our clients know they can always count on accurate and diligent feedback before and after their pre-scheduled meetings because our advisors are not only working with a limited number of clients but also have a planning team to support them. At Legacy, we take our clients’ financial progress and well-being as seriously as we would that of our own family, and it shows.
Unlike a traditional financial services firm, we make getting started as easy as possible. An initial consultation is a no-cost opportunity to find out more about how we can help. Our goal is to learn about what you want your money to do for you, your family, your business, or even the next generation. Investment philosophy, tax strategy, estate planning, and financial strategies will come later if necessary, but step 1 is more about values, philosophy, and chemistry. If they align, it’s possible a successful partnership awaits. If not, we know the conversation will still be a valuable one.