“A Goal Without a Plan is Just a Wish” – Antoine de Saint-Exupery
Legacy Financial Advisory is an independent wealth management firm that specializes in a holistic approach to financial planning. With decades of combined experience in the field, we have continued to build and grow our business by partnering with our clients. We work to help implement the simplest solutions like opening a college savings fund for your children and grandchildren, to more complex issues like tax-sensitive investments and distributions, retirement projections, estate planning and business planning.
Make the Smart Choice!
Business Planning
We have learned through experience it is simply not enough for business owners to work hard. Your business has to have a business plan – a financial roadmap that addresses cash management needs and services for every stage of your business life cycle. At Legacy Financial Advisory, our business planning also takes into consideration your personal financial goals and the dreams of you and your family. Comprehensive business planning with Legacy Financial Advisory will address:
- Business valuation. The starting point for any business planning is to understand the value of your business. We can help you assess the potential sales value of your business and integrate our findings with your personal financial situation. This process will give you a “360°″ view of how your overall financial and retirement plans can be achieved utilizing your business as one of your primary assets.
- Business succession planning. You may not want to work forever! Will you sell your business…pass it to the next generation…offer it to employee owners? We will help explore business succession options and develop a detailed succession plan that meets your business and personal needs.
- Business insurance and protection. Things do not always go according to plan. That’s why we will help you develop an insurance and protection plan. You need a safety net in the event of a business disruption. Key employee departures or disabilities should not detour you from your ultimate goals.
- Tax strategies. Managing your taxable income becomes a dynamic factor as your financial situation changes over time. A good business advisor can help you keep your financial plan aligned with your current needs.
- Retirement plans and employee benefits. The competition for the best employees can be fierce. By offering competitive benefits you can compete in talent wars to attract and retain good employees. As a business owner, we can assist you in developing strategies that fit your unique situation.
At Legacy Financial Advisory, we enjoy working with business owners. We pledge to provide clients with access to a comprehensive financial planning process that keeps both personal and professional financial goals in complete alignment.
Wealth Management Strategies
Investment management can take many forms. By accessing strategies developed for large institutions we are able to offer our clients an unbiased wide range of relevant wealth management ideas and solutions. We start with a guided process and a conversation to understand who you are and what’s most important. We then prepare an individualized investment plan to help achieve these goals. We follow-up with ongoing communication and unprecedented attention to detail where you, our client, always comes first. Solutions may include:
- Trust Services
- Access to Institutional Managed Money
- Selected Portfolio Models
- Tax Efficient Strategies
- Mutual Fund Portfolios
- Individual Equities Selections
Holistic Approach
We believe that a strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
Goals-Based Financial Security
Our goals-based financial security planning approach is designed to help you:
- Define customized short and long-term goals that ensure you choose only the right financial products and services
- Identify roadblocks or gaps that might impact your financial planning strategy
- Continually monitor your plan to ensure it meets your changing needs
Meet the Executive Team
Jennifer Rasmussen
A Juneau, Alaska native, Mrs. Rasmussen has come a long way since her high school graduation, including earning a Master’s degree in Economics from Brown University. Jennifer prides herself on providing the highest level of customer service to the firm's clientele and is always available to personally assist in any way she can. In her free time, Jennifer is an
Roger Langley
Roger started in the financial services industry more than thirty years ago with the goal of providing unbiased, objective financial advice and investment management. He knew that if he adhered to these principles, hired and trained the right people, and kept his clients' interests at the heart of all he does, he'd enjoy success. Roger has enjoyed meeting with existing