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Legacy Financial Strategies, Inc. logo with bird's nest and 'Leave a Legacy'
Bird's nest with white eggs and one golden egg

Leave A Legacy...

Hands holding a nest filled with coins

...Helping you enjoy & protect

​your Nest Egg

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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A Few Words About Us

We here at Legacy Financial Strategies, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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