Contact Legacy Financial Strategies to discuss these issues and more. Legacy Financial Strategies is a local counseling and educational service devoted to equipping singles and couples with money management tools. With consulting packages for the financially secure, the financially distressed and everyone in between, we will create a personal strategy to meet your short term and long term goals.

If you are considering financial counseling but are unsure what is involved, contact our office to set up a free 20 minute consultation.

Have your credit report and need help understanding it? Contact us. We can also let you know how to check your own credit report for free.

Legacy Starter

Designed for anyone who has debt outside of a home mortgage, including crisis situations. The counselor will help establish a sound monthly budget, plan for paying off debt and address specific personal issues surrounding individual needs, such as creditors, medical bills, judgments, job issues, foreclosures, bankruptcy, etc.

The Legacy Starter package includes an initial 2-hour session and follow-up for 3 months via email / phone and 1 follow-up session (if necessary). After the follow-up period, additional Legacy Starter sessions are available at a discounted rate.

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Legacy Builder

Designed for families or individuals who are out of debt with the exception of the home and need to begin building their financial legacy. These clients have a fully funded emergency fund of 3 to 6 months of expenses in place and want to properly save for retirement and college education. The counseling session will focus on the advantages of tax deferred and tax free investing as well as developing other investment strategies to meet the long and short term goals.

The Legacy Builder package includes an initial 2-hour session and follow-up for 3 months via email / phone and 1 follow-up session (if necessary). After the follow-up period, additional Legacy Builder sessions are available at a discounted rate.

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Legacy Defender

Designed for families or individuals who a net worth in excess of $50,000 and are focused on protecting their financial legacy foundations. Future planning includes investments, insurance, will / estate planning, and life change issues (career changes, continuing education, selling a home, retirement, etc.) We will also review the items already in place to make sure the family / individual is on track to meet their goals.

The Legacy Defender package includes an initial 2-hour session and follow-up for 6 months via email / phone and 1 follow-up session (if necessary). After the follow-up period, additional Legacy Defender sessions can be scheduled at a discounted rate.

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FPU Upgrade

Designed for individuals and families that are already FPU members. This is identical to the Legacy Starter package.

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Hourly Appointments

Clients can schedule sessions at an hourly rate to discuss specific topics, such as investments, insurance, will and estate planning to make confirm the family or individual is on track to meet their short and long term goals.

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Legacy Financial Strategies does not sell any Financial, Investment or Insurance Products.
Our confidential personal counseling sessions provide proven advice in
everyday terms and offer a 30-day money back guarantee.

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