• Our Focus

  • Legacy Financial Strategies, Inc. specializes in helping seniors enjoy and protect their nest eggs. With a team of Advisors including CPAs, attorneys, loan officers, tax preparers, and realtors available to assist you in the planning process.

    David Gollner has been working in Estate Planning and Financial Services Industry since 1970. Sherri Marini, joined her father David in 1999 and together they are dedicated to providing their clients with the professional and individual attention necessary, including avoiding probate, reducing taxes, maximizing social security benefits, maintaining their standard of living in retirement & avoiding Medicaid spend down due to catastrophic illness, to achieve their financial goals. They are committed to serving and educating retirees to take control of their investments, income taxes, and their futures.