Your Journey - Guided

Our mission is to help you achieve the goals and experiences most meaningful to you. We believe having a trusted financial professional inspires confidence through compassionate and candid advice needed to help build, preserve, and live your legacy.

Our process

Throughout the last 6 decades in servicing our clients, we have refined a specific process that will hopefully provide you with the peace of mind you seek and the actionable steps to help build, protect, and share your wealth with the people and organizations most meaningful to you. For more information on the Legacy Group process, please reach out for a complimentary conversation.

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Wealth plans shouldn’t derail during times of uncertainty. Let our experience help guide you through difficult periods. Message me and together we can find clarity through emotionally charged financial decisions.

Did you know that Gen Xers now carry the highest student loan balance? It's critical to know the ins and outs of your loan to eliminate this debt. There are tips to support you, including tax strategies to help manage your student loan debt more effectively.

Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.

Latest Insights

Businessman and worker in factory

Recession scorecard update: Stop and start

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

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Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Pleased to serve you in multiple locations

At the Legacy Group, we are proud to be a team serving clients out of multiple offices. We invite you to contact us to set up a meeting in one of our convenient locations:

Stillwater, MN

350 N. Main St., Suite 106
Stillwater, MN 55082
651-430-5500

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253
480-609-8609

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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