Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. As an independent firm, we are not held to one company or a limited list of products. We have the ability to work with any person or company, so we always keep the best interest of the client at the forefront of everything we do.
Our Advisors have over 83 years of combined experience, with our youngest Advisor with over a decade of experience in the industry. With all of this experience, our team knows the industry and the right people to connect with. Our Advisors are able to speak the language of the industry, AND be able to translate to the language of the consumer.
Legacy Creation knows we are a piece to secure the overall success of our client, so we make ourselves available to collaborate directly with other professionals, such as your CPA or Trust Attorney, to make sure you are well represen
* Advisor information is provided in partnership with Yext