Do you ever think to yourself?

Image

How do I know if I'm saving enough?


Image

What can I do to break the paycheck to paycheck cycle?


Image

Are my investments set up properly?


Image

How can I be sure that my money will last?


Planning your financial future is the first step towards achieving your dreams.

At Legacy Builders Financial, we’ll help you gain clarity on your financial goals and establish a plan for future generations. But our work doesn’t end there. In fact, we’ll be right there beside you throughout the journey to advise, help pivot when necessary and celebrate your wins along the way!

Image

Hey, I'm Charles

I gained over 10 years of industry experience at Morgan Stanley and Charles Schwab, but in 2017, I followed my dreams and started Legacy Builders Financial. I am a fee-only certified financial planner, and my main goal is to help clients achieve their financial goals and build their legacy, one step at a time.

No commissions, no upselling, no fluff!

My wife and I have been married for 8 years and have 3 amazing children, ages 6, 4 and 3. In my free time, you will find me playing Legos, reading children’s books or getting away to Napa with my wife and friends.

Image

Hey, I'm Charles

I gained over 10 years of industry experience at Morgan Stanley and Charles Schwab, but in 2017, I followed my dreams and started Legacy Builders Financial. I am a fee-only certified financial planner, and my main goal is to help clients achieve their financial goals and build their legacy, one step at a time.

No commissions, no upselling, no fluff!

My wife and I have been married for 8 years and have 3 amazing children, ages 6, 4 and 3. In my free time, you will find me playing Legos, reading children’s books or getting away to Napa with my wife and friends.

OUR CLIENTS

Image

THE GOAL-GETTER

Building a successful career takes time and dedication and we know you’d rather spend your precious spare moments catching up with friends or family, instead of crunching numbers. We think you can do both and we'll show you how.

Image

THE GROWING FAMILY

Having a family is one of life's greatest blessings...and one of the stressful times you'll ever experience. Running around caring for your family (and trying to maintain some form of social life) doesn’t leave much room for looking after your finances. That's where we come in.

Image

THE RECENT GRAD

You've just graduated and that is indeed an accomplishment! You have a lot of important decisions to make and could probably use some advice. You're in luck because advice just happens to be our superpower.

Image

THE PRE-RETIREE

With retirement quickly approaching, you're uncertain as to whether you can actually afford to retire. You've worked hard, now it's time to let your assets work hard for you.

Image

THE GOAL-GETTER

Building a successful career takes time and dedication and we know you’d rather spend your precious spare moments catching up with friends or family, instead of crunching numbers. We think you can do both and we'll show you how.

Image

THE GROWING FAMILY

Having a family is one of life's greatest blessings...and one of the stressful times you'll ever experience. Running around caring for your family (and trying to maintain some form of social life) doesn’t leave much room for looking after your finances. That's where we come in.

Image

THE RECENT GRAD

You've just graduated and that is indeed an accomplishment! You have a lot of important decisions to make and could probably use some advice. You're in luck because advice just happens to be our superpower.

Image

THE PRE-RETIREE

With retirement quickly approaching, you're uncertain as to whether you can actually afford to retire. You've worked hard, now it's time to let your assets work hard for you.

The Goal-Getter

Building a successful career takes time and dedication and we know you’d rather spend your precious spare moments catching up with friends or family, instead of crunching numbers. We think you can do both and we’ll show you how.


The Recent Grad

You’ve just graduated and that is indeed an accomplishment! You have a lot of important decisions to make and could probably use some advice. You’re in luck because advice just happens to be our superpower.

The Growing Family

Having a family is one of life’s greatest blessings…and one of the stressful times you’ll ever experience. Running around caring for your family (and trying to maintain some form of social life) doesn’t leave much room for looking after your finances. That’s where we come in.


The Pre-Retiree

With retirement quickly approaching, you’re uncertain as to whether you can actually afford to retire. You’ve worked hard, now it’s time to let your assets work hard for you.

 

LEARN MORE
 

READY TO GET YOUR FINANCES ON THE RIGHT TRACK?