Legacy Strategies, LLC is an insurance and financial services firm. We offer a wide variety of financial products and services to provide economic strategies for our clients, who include individuals, families, and business owners.
We utilize a distinct macro-economic modeling process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a process that helps balance growth potential with the reduction of risk for their future.
Legacy Strategies, LLC helps our clients reach their wealth potential by not setting predetermined needs or goals and pursuing superior efficiency and coordination of their assets.
We are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance. We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.
Legacy Strategies LLC co-founders Brian Willms and Leah Lattimer created Legacy Strategies, LLC with a profound passion: to give our clients a committed and very thorough economic process to their financial lives.
You save smart for your retirement, for many reasons. One may be to try new things later in life. Things you've always wanted to do. Your bucket list.
See how our clients have achieved their bucket lists in retirement.
Our impact on this planet is not limited by our physical existence. We empower generations whom we will never know through the conversations that we have, and by the decisions that we make, today.