Simplify the Complexity
of Your Financial Life
Legacy Solutions helps you achieve your financial goals through a specific, measurable, achievable and timely action plan. Our clients are our top priority. We want to help you feel confident and secure in your financial future.
You don’t need to plan your financial future alone
Legacy Solutions is a family oriented and operated firm that believes each and every client is important and deserves to be treated like family.
Not just another number
We build lasting relationships with our clients to truly get to know them, their goals, and what is important to their families and/or their business.
Let us grow with you
As life evolves, your plan will need to as well; don’t just set it and forget it.
Lean on our legacy
We are a multi-generational firm that works as a team to provide you with the best possible advice and service.
The Legacy Solutions Difference
We build and maintain relationships
Contrary to the transactional behavior you might observe in the retail environment, we provide a fiduciary focus that hinges on a foundational and solid relationship with our clientele.
Process Oriented Financial Planning
We will build you a strategy that takes into account different market and life scenarios to deliver a specific, measurable, achievable, and timely action plan.
Part of the Family
We built this firm on family values, and we extend that to each of our clients.
Families & Businesses Served
Years of Experience
Building legacies for over 20 years
When Dan started Legacy Solutions in 2002, he wanted to build a legacy not just for his own family, but for families like yours. Legacy Solutions is a multi-generational, family focused firm that believes the trust of our clients is our most important asset. Our advisors have more than 65 years combined experience in the financial field. We strive to educate and guide our clients through building a strong financial base for their families and businesses.
