Legacy Financial Group

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Home - Legacy Financial Group 515-255-3306 Your Story. Your Journey. Your Legacy. Welcome to Legacy Financial Group where investment and financial wellness are about more than account balances, crunching numbers, and planning documents. To us, our relationship with you and your families are just as important as your bottom line. That’s why before we discuss a single strategy or consider implementing a plan, we take the time to get to know one another. Our Services Our Services Our Story Our Story Our Team Our Team Financial Wellness Financial Wellness Resources Resources There are many reasons to consider Legacy Financial Group LEARN MORE ABOUT US Independent We can make decisions that are appropriate for you, not what a company or their policies dictates. Registered Investment Advisor Our firm serves as a fiduciary, putting your interests first. Team Our team is large enough to have economies of scale in working with vendors, but not so big that you’re lost in an impersonal sea of clients and advisors. Comprehensive We offer comprehensive, holistic planning aligned to help meet your specific needs and wants in areas such as investments, retirement, risk assessment, estate planning, and taxes. Experience Our team has over 100 years of combined experience in providing personal financial advice and support to our clients. Knowledge We are dedicated to continued professional growth through educating ourselves and studying best practices. Contact us for help with your financial n

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