ADVICE FIRST FINANCIAL PLANNING.

We believe that the financial services industry is undergoing a transformation with clients focused on more than just products and returns and they want to know HOW and WHAT they’re paying for –

Removing the focus from selling to advice – that’s our approach!

LEARN MORE ABOUT OUR APPROACH

Our APPROACH.

At Legacy, we are dedicated to providing you with the best financial planning support by going far beyond the surface level when it comes to understanding your individual financial situation.

If your business owner, farmer, rancher, or near retirement our approach will provide you with clarity around these common questions.

1. Do you have enough money for retirement or financial independence?
2. Are you or will your family be paying too much in taxes in the future?
3. Have you reduced your financial risk?

Answering these 3 questions helps us bring immediate value to your financial situation.

TRANSPARENCY.

Do you know what you are currently paying for fees? This will be something you’ll never have to ask us because you’ll already know upfront. Transparency is one of our guiding values. There are no hidden fees or unexpected costs with us.

}

ADVICE FIRST.

Have you ever met with a financial advisor and left feeling overwhelmed and oversold? You’ll never feel this way when working with us. Our advice-first mentality removes all product bias and allows us to focus clearly on what’s important to you.

}

Continuity.

Are you sick and tired of always dealing with a new advisor every time you talk about your financial plan? Do you hear from your financial planner as often as you like? These won’t ever be questions you need to worry about when working with us.

WE KNOW YOUR TIME IS LIMITED. We’re no different.

 IF WE’VE MET YOUR QUALIFICATIONS, you’ll NEED TO MEET OURS TOO.

 

The process we utilize requires more work, more sharing, and likely more discovery than any previous advisor you’ve dealt with in the past.

Meet our EXPERT!

Terry began his career in the insurance industry in 2008 after deciding to make a significant career change and exit the Oil and Gas industry after over 25 years in operations and management roles.

Terry specializes in Group Benefits and providing insurance solutions to business owners. He finds the most enjoyment in his career by getting to meet and help a diverse array of people including Business Owners, Farmers and Ranchers, Contractors, and families. Terry holds the Elder Planning Care designation in good standing.”

Terry TRoidl

President & SENIOR ADVISOR

DO YOU WANT TO SEE IF WE ARE A FIT?

If you like what you hear from our team we’d love to show you a few quick details about our process and approach with clients.

See The Difference

Listen and hear from our current clients about how our holistic and integrated approach is different than the other guys!

got questions?