The Legacy Foundation

The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 30 years we have been advising clients, primarily university employees, using our expertise in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans. Our comprehensive financial counseling includes: · Assessing our clients’ current financial positions and identifying any deficits that may impede attainment of their financial goals. · Reviewing the core benefits available to our clients as employees: retirement plans, health care plans, disability and life insurance to ensure those employer plans are being utilized in the most advantageous ways. · Assembling financial strategies using the most tax favored programs and products that address short and long-term financial goals. Our advising staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, Chartered Financial Analyst, MBA, Securities Registrations with LPL Financial – series 6, 63, 7, 24. In addition, we are health and life insurance licensed.