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I Support Business Owners

At Legacy, we help provide peace of mind to everyone we can. My focus is specifically on helping business owners and entrepreneurs build their dream life and business. Many business owners I work with have similar situations, they:

  1. Run their own (usually family) business.
  2. Balance work and family demands.
  3. Need ideas and strategies to save money.
  4. Want a trusted advisor in their corner.
  5. Need help balancing their financial team.

What We Do Together

We cover 6 main categories of financial advice, but each is tailored to your specific personal and business circumstances:


Cash Flow
Taxes

Retirement
Estate

Investments
Insurance

If you are interested, let’s talk!

Get in touch