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    • Comprehensive Financial Planning
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    • Comprehensive Financial Planning
    • Investment Management
    • Retirement Planning
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    • Comprehensive Financial Planning
    • Investment Management
    • Retirement Planning
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    • Comprehensive Financial Planning
    • Investment Management
    • Retirement Planning

With experience in comprehensive financial planning, we help you prepare for the future, from building wealth to managing the unexpected.

We guide you through a careful discovery process, where we learn about your goals and your current financial situation. This process, as well as our commitment to always putting your best interests first, sets us apart.

At Legacy Financial Services, we make every effort to make you feel comfortable as you provide us with important financial and personal information. We always treat you with respect, honesty and dignity. And whatever you share with us is kept strictly confidential.

We look forward to working with you, not just today, but through the years. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, KS, MN, ND, NE, OH, SD, TX, WA, WI

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