FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
Tom Menzel, CFP® & Shawn J. Jacobson, CFP®, ChFC, MBA
With a commitment to understanding life’s transitions and serving you with compassion, Legacy Financial Advisors is dedicated to helping successful individuals and families preserve and enhance their wealth.
Legacy Financial Advisors knows that making major financial decisions can be difficult. Whether planning for retirement, building a lasting legacy for your loved ones, or navigating a life transition, the right choices are not always clear. Regardless of your personal or financial situation, we are here to help you. We will work with you to assess your specific needs, clarify your options, and develop solutions that meet your unique financial objectives.
In business for 28 years, we have the experience and ability necessary to coordinate with other professionals helping you work toward your financial goals, assuring you that your needs are met with comprehensive expertise.
Built on a reputation of diligence and integrity, Legacy Financial Advisors will work tirelessly for your peace of mind.
