Legacy Financial Designs
From newlywed couples and growing families to empty nesters playing catchup, you’re entering into a new chapter with novel financial concerns and goals. The issue? Many advisors will only work with people in your position if you also have a certain amount of money saved up. We’re changing that.
Parents and couples who are still accumulating wealth need guidance just as much as, if not more than, those who already have a robust financial picture.
We believe that by helping you manage your income and make the right decisions early on, you can experience the financial freedom we all desire later in life—with the peace of mind that helps you live fuller today.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.