An advisor who focuses first or only on your finances using traditional tools and strategies may not get you where you need to be. At Legacy, we focus first on you: we take the time through guided conversations to learn about your dreams and goals, your struggles and obstacles, and the legacy you want to leave. Once clarity is achieved, you and Legacy can move forward with confidence.




Clearness or lucidity as to perception or understanding; freedom from indistinctness obscurity, or ambiguity; the comprehensibility of clear expression.


The ability to transform fear into very focused thinking, communication, and action; resulting in weaknesses becoming strengths, obstacles becoming innovations, and setbacks becoming breakthroughs.


Empowerment from a clear perspective; the ability to pursue ideas, goals and accomplishments; having the skills or qualifications to do things well; skilled, able, proficient, adept.