Our Purpose

We founded Legacy Group because we knew there had to be a better way to approach financial planning. Most advisors are focused on returns, indexes, growth, and meeting sales quotas. With all these numbers and stats, it becomes too easy to lose sight of what's possible with life-centered planning.

At our firm, we focus more on your “return on life” rather than just your “return on investments”. We get to know you, your goals, and your intentions and build financial plans to help you get there. It doesn’t matter how much money you have if you’re not enjoying it and living life to its full potential. We empower you to harness this energy and turn it into tangible steps to pursue your dreams.

We see our role as servant leaders for our clients and our community.

Whether it’s vacationing with your family, sending your grandchildren to the college of their dreams, leaving a mark on society, or making a contribution to the world, we can help you live life on your terms and focus on enjoying a Life With PurposeTM.


Rather than list all the financial services we offer in a dry, bullet point list, we want to show you what we do.

Our comprehensive life-centered advice can help you live the life that you design.

What will you do with your purpose-powered plan?