About Legacy Financial GroupLegacy Financial Group, LLC, is based in Des Moines, Iowa, and offers financial planning and investment advisory services to individuals.
Our purpose is to inspire and empower you to live the life you want, on your terms. We help you do that with comprehensive services and advice in the five areas of financial planning: investments, retirement, risk assessment, estate planning, and taxes. As fiduciaries, Legacy’s team provides CERTIFIED FINANCIAL PLANNER™ professionals, Accredited Investment Fiduciary® and other experienced support staff ready to go above and beyond to help you on your path to financial confidence. |
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Why Legacy?
As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy. Our integrative approach enables us to work with our clients and for our clients.
Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives.
Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.
Excellence: We commit to our clients, and each other, to offer the very best we have to give and to continue to improve every day.
Service: Stated very simply and clearly, human beings are built to give. In serving other people, and each other, we find deep meaning and fulfillment.
Happiness: We believe having a company that projects good feelings, positive energy and smiling faces is good business and helps us attract good things into the lives of our clients.
Balance: We do not believe in separating our personal lives from the work we do. This creates an environment that is relaxed, yet intensely focused on results at the same time. We believe this kind of balance helps our clients pursue the life they want.
Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives.
Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.
Excellence: We commit to our clients, and each other, to offer the very best we have to give and to continue to improve every day.
Service: Stated very simply and clearly, human beings are built to give. In serving other people, and each other, we find deep meaning and fulfillment.
Happiness: We believe having a company that projects good feelings, positive energy and smiling faces is good business and helps us attract good things into the lives of our clients.
Balance: We do not believe in separating our personal lives from the work we do. This creates an environment that is relaxed, yet intensely focused on results at the same time. We believe this kind of balance helps our clients pursue the life they want.
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