Legacy Financial Designs

From newlywed couples and growing families to empty nesters playing catchup, you’re entering into a new chapter with novel financial concerns and goals. The issue? Many advisors will only work with people in your position if you also have a certain amount of money saved up. We’re changing that.

Parents and couples who are still accumulating wealth need guidance just as much as, if not more than, those who already have a robust financial picture.

We believe that by helping you manage your income and make the right decisions early on, you can experience the financial freedom we all desire later in life—with the peace of mind that helps you live fuller today.