Author: covingtonky
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Next Gen Planning
Financial planning strategies tailored for young professionals and rising families in their 20s, 30s, and 40s.
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Stick to the Plan
How to turn down short-term market noise, combat fear-based decisions with diversification, and maintain a multi-decade approach to wealth.
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The Hierarchy of Savings
A step-by-step framework to help you prioritize high-interest debt payoff, emergency funds, workplace 401(k) matches, HSAs, 529 plans, and taxable investments.
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The Value of an Advisor
Discover the ongoing, behind-the-scenes work we perform to optimize your investments for the long term.
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The Real Work of an Advisor
A look at what advising really means at Legacy: taking the time to understand your family, values, and goals so every recommendation is built around the life you actually want to live.
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Meet the Legacy Client Service Team
What’s the driving force behind how Legacy runs? Our client service team! Yvette, Maria, and Lindsay are smart, hardworking, big-hearted people who care about our clients and work to serve as a mission. They see clients as family and do everything they can to ensure clients get the best service possible. Their daily work includes…