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.

WHY LEGACY?

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.

OUR APPROACH

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.

LEARN MORE

To contact us about learning more select here.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

5400 College Blvd, Suite A Overland Park, KS 66211 Phone: (913) 403-0600

Primary Office

5400 College Blvd, Suite A Overland Park, KS 66211 Phone: (913) 403-0600