Welcome to Legacy Financial Strategies
Your trusted partner for comprehensive financial planning and wealth management solutions
Get StartedAbout Us
Committed to helping you achieve financial security and build lasting wealth
Your Financial Future Starts Here
Located in Hermitage, Pennsylvania, Legacy Financial Strategies has been providing expert financial guidance and personalized wealth management solutions to individuals and families throughout the region.
Contact UsFiduciary Standard
We always put your financial interests first with our commitment to fiduciary responsibility
Proven Strategies
Evidence-based investment approaches designed to help you reach your financial goals
Personalized Service
Customized financial plans tailored to your unique situation and aspirations
Expert Guidance
Years of experience helping clients navigate complex financial decisions
Our Services
Comprehensive financial solutions designed to protect and grow your wealth
Retirement Planning
Strategic retirement income planning, 401(k) rollovers, IRA management, and Social Security optimization strategies.
Investment Management
Personalized portfolio management with diversified investment strategies aligned with your risk tolerance and goals.
Estate Planning
Comprehensive estate planning strategies to protect your legacy and ensure your wishes are carried out.
Insurance Solutions
Life, disability, and long-term care insurance strategies to protect your family and assets.
Tax Planning
Strategic tax minimization approaches and efficient tax planning for current and future financial needs.
Business Planning
Succession planning, retirement strategies, and financial solutions for business owners and professionals.
Client Testimonials
What our clients say about their experience with Legacy Financial Strategies
Legacy Financial Strategies helped me create a retirement plan that gave me confidence to retire early. Their expertise made all the difference!
Robert K.
Retired Client
As a small business owner, I needed help with succession planning. The team at Legacy created a comprehensive strategy that protected my business and family.
Sarah M.
Business Owner
Their investment management approach has consistently outperformed my expectations while maintaining an appropriate risk level for my situation.
Maira R.
Long-term Client
The estate planning services gave me peace of mind knowing my family will be protected. Professional, thorough, and genuinely caring.
Patricia L.
Estate Planning Client
They helped us navigate complex tax situations while growing our investments. Their holistic approach to financial planning is exceptional.
Jennifer & Mark W.
Family Planning Clients
Start Building Your Financial Legacy Today
Schedule your complimentary financial review and discover how our personalized strategies can help you achieve your financial goals and secure your future.
Schedule ConsultationOur Team
Experienced financial professionals dedicated to your success
Michael Reynolds
Senior Financial Advisor
Sarah Johnson
Investment Strategist
David Chen
Retirement Planning Specialist
Emily Rodriguez
Estate Planning AdvisorFrequently Asked Questions
Have questions about financial planning? We've compiled answers to some of our most common client inquiries below.
1. What is your investment philosophy?
We believe in evidence-based investing, diversification, and long-term strategic planning. Our approach focuses on aligning investments with your specific goals, time horizon, and risk tolerance.
2. Are you a fiduciary?
Yes, we operate as fiduciaries at all times. This means we are legally and ethically obligated to put your financial interests ahead of our own in all recommendations and decisions.
3. How do you charge for your services?
We offer transparent fee structures based on assets under management, hourly consulting, or fixed project fees. During our initial consultation, we'll explain all costs clearly with no obligation.
4. What is the financial planning process?
Our process begins with understanding your complete financial picture, establishing clear goals, developing a customized strategy, implementing the plan, and providing ongoing monitoring and adjustments.
5. Who are your typical clients?
We serve individuals and families at various life stages, from young professionals just starting to build wealth to retirees seeking to preserve and distribute their legacy.