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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Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Senior couple looking at a laptop together

Retirement income planning should include tax-diversification strategies

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Meet the team

Learn more about the Legacy Group

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

Minnetonka, MN

601 Carlson Pkwy., Suite 500
Minnetonka, MN 55305

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253

Wealth Monitor Newsletter

Archived newsletters

Read past Wealth Monitor newsletters here.

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