Legacy Financial Strategies, LLC Employee Directory

Financial ServicesKansas, United States11-50 Employees

Legacy Financial Strategies, LLC is an independent financial planning firm in the financial services industry, located at 5400 College Boulevard Suite a, Overland Park, Kansas 66211, United States. The company has between 11 and 50 employees and offers fee-only advisory services, with advisors not paid by commissions. Founded in 2000, Legacy serves clients in the Kansas City area and uses a data-driven, client-focused process that begins with an initial meeting to understand goals, risks, and obstacles. Its services include financial planning, corporate retirement plan design and management, workplace education, and professional investment advice, with expertise spanning retirement planning and income strategy, managed portfolios, corporate plan design, divorce financial planning, stock options and executive compensation planning, tax planning, and workplace education through the Futureproofed program. As a registered investment adviser and fiduciary, Legacy prioritizes clients' interests and does not earn commissions.

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