We are excited to welcome Brooklyn Maldonado, CFP® to our team as a Financial Advisor! She’s a strong believer in fee-only, holistic planning and enjoys taking the time to properly educate clients so they feel comfortable before making changes. https://lnkd.in/d-w-fugS
Legacy Financial Strategies, LLC
Investment Management
Overland Park, KS 243 followers
Sound Advice. Lasting Impact.
About us
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor. Our fee-only advisors aren’t paid commissions, so when they make a recommendation, they’re motivated only by your needs. Every client relationship starts with a sit-down meeting where we establish an understanding of your or your business’s financial goals, risks, and obstacles. With a comprehensive view of your finances, we are able to offer actionable advice that will ensure a lasting impact. This data-driven, people-focused process has been improving the lives of our clients for over 20 years. Our fully customized plans help to eliminate financial anxiety so individuals, families, and businesses can focus on what’s important to them. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find worthwhile solutions. Our services include financial planning, corporate retirement plan management, workplace education, and professional investment advice. Legacy Financial Strategies, LLC was founded in 2000 and has grown to be one of the most respected independent financial planning firms in Kansas City. As a registered investment advisor, Legacy’s areas of expertise include: - Retirement planning and income strategy - Professionally and actively managed investment portfolios - Corporate retirement plan design and management - Divorce financial planning - Stock options and executive compensation planning and strategy - Tax planning - Workplace financial education as an employee benefit through our “Futureproofed” program As a fiduciary, we put your interests above all else when making recommendations, hold ourselves to the highest standards, and never earn commissions. To learn more about what we do, please visit our website: www.legacykc.com.
- Website
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http://www.legacykc.com
External link for Legacy Financial Strategies, LLC
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Overland Park, KS
- Type
- Partnership
- Founded
- 2000
Locations
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Primary
Get directions
5400 College Blvd
Suite A
Overland Park, KS 66211, US
Employees at Legacy Financial Strategies, LLC
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Mike Wren, CFP®, CDFA®
Principal & Chief Executive Officer at Legacy Financial Strategies, LLC
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Kenny Sellers
Legacy Financial Strategies
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David Dwyer CFP®, AAMS®, APMA®, CRPC®
Principal / Financial Advisor at Legacy Financial Strategies, LLC
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Jacob Watts, CFP®, CRPC®, APMA®
Principal & Financial Advisor at Legacy Financial Strategies, LLC
Updates
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Happy Mother's Day from our Legacy family to yours! #legacykc
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Thank you Nurses!!!
Celebrating nurses this week at Children's Mercy Kansas City. Thank you for treating those that need it most. You are the best of us. Thank you for all you do! #nursesweek #kansascity #thankanurse Legacy Financial Strategies, LLC
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Celebrating nurses this week at Children's Mercy Kansas City. Thank you for treating those that need it most. You are the best of us. Thank you for all you do! #nursesweek #kansascity #thankanurse Legacy Financial Strategies, LLC
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Imagine someone told you to leave a secure position where you'd had a ton of success to begin a new profession with even more potential in a related but challenging field. Would you do it? Could you do it? What if you had four young children at home and you knew you'd need to battle through exam materials for over a year and a half to achieve the most respected designation in this new field? What if there was no guarantee you'd be successful? Would you have the guts? Maybe if you had a super-supportive family and the self-confidence of Jeff Hrabe, CMFC®, you'd be just crazy enough. Congrats to this guy for grabbing the CFP exam by the horns and dominating it! The future at Legacy is bright because we have people with vision, confidence, and faith in themselves. Couldn't be prouder of what Jeff has accomplished in a short 18 months! A truly legendary transition!
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Legacy Financial Strategies, LLC reposted this
We are still #hiring! Know anyone who might be interested?
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Latest from Chris Proctor, CIMA® on the most recent quarter and a look ahead to the second half…
Chris’s latest comments on the 2nd Quarter and his outlook for the rest of the year are now available. Take a look! https://lnkd.in/gbxJ-TRy