Our Services

"I've done everything that I think I'm supposed to, but I still don't know if my finances are on the right track..."




If that sounds like you, you're in the right place.


Financial Planning is not a one-size-fits-all model, but rather an on-going and dynamic process designed to help you reach your life goals. Legacy Builders Financial (LBF) offers a full range of financial planning services, all of which work toward the goal of turning your hard-earned money into a legacy for future generations.

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If that sounds like you, you're in the right place.


Financial Planning is not a one-size-fits-all model, but rather an on-going and dynamic process designed to help you reach your life goals. Legacy Builders Financial (LBF) offers a full range of financial planning services, all of which work toward the goal of turning your hard-earned money into a legacy for future generations.


Our Services


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Comprehensive Financial Plan

Ready to bring clarity and purpose to your financial life? Our holistic approach to helping you reach your money goals might be just what you need!

One-Time Fee: $600


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Ongoing Financial Planning

Need help staying on task? Ongoing management will hold you accountable to meet your goals. You now have an on-demand resource for all of your financial needs.

Fees: $150/month


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Investment Management

Need help managing your non-workplace investments? With this service, we manage your portfolio according to your risk tolerance.

Fees: 0.70% of AUM


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Comprehensive Financial Plan

If you’re looking for a roadmap that encompasses all aspects of your financial life and will help guide you both now and in the future, this service is for you.

By working together and creating a comprehensive plan, you can rest assured that your strategy is aligned with meeting your short-term goals while preserving your long-term legacy. 

This program includes services such as retirement planning, cash flow & budgeting techniques, insurance analysis, investment design, college savings, and benefits package analysis — just to name a few.

If you’re on the fence about engaging in an on-going relationship with a financial planner, this is the perfect place to get answers to gain a little clarity. This service includes a meeting for initial questions and data gathering, and another meeting to review recommendations. Most Comprehensive Financial Plans can be accomplished in 2-3 meetings. This service also includes 3 months of Ongoing Financial Planning.

Fees: $600


Investment Management

Investment Management is offered for clients who are looking for help implementing the investment recommendations laid out in their plan (both Comprehensive Financial Planning and Financial Foundation Clients), or those who do not need financial planning services and only engage Legacy Builders Financial as an Investment Advisor.

During our engagement, we’ll build, implement, and monitor a portfolio that’s based on your risk tolerance. Additionally, we will maintain a cost-effective investment strategy and seek continual tax-loss harvesting and tax management opportunities.

Fees: 0.70% of Assets Under Management


Ongoing Financial Planning

The Financial Foundation session is a good choice for those who need help staying on task and would like a guide to help them navigate their financial life.

This service includes ongoing monitoring of the plan, recommending appropriate changes, and ensuring the plan is up to date. Life happens, and an ongoing relationship with a Financial Planner will help you weather the storms of life.

You also now have an on-demand resource to address any financial concerns or questions as they may arise.

You will receive a quarterly review of plan progress with updated actionable items. You will also be subscribed to a client-only newsletter as well as invitations to client-only events.

Fees: $150/month


What you can expect from working with us:

  • Initial development of financial plan (includes fact finding, risk tolerance discovery, goals/dreams, and future outlook)
  • Oversight of investments (management available for a fee)
  • Anytime access (phone, email, and in-person or virtual meetings)
  • Budget creation and tracking
  • Annual meeting to review and reassess
  • Reminders and tasks to keep you on track, modify behavior and create positive money habits
  • Secure, online access to financial plan including outside account aggregation and personal digital vault

What I will expect from you:

  • Simply put, honesty. It’s a hallmark of any strong relationship and your relationship with money is no exception. The truth is, we can’t help you if you’re not upfront about hidden financial skeletons or dreams you may think are too ludicrous to say out loud.
  • Share life changes in a timely manner. We understand that life happens, but it’s important that we’re aware of any changes so we can help you roll with the punches.

Ready to take control of your financial legacy?


Let us help you get started!