Georgetown, Texas, United States
At 28, I earned the CFP® certification. Since then, I have helped numerous clients limit their debt, increase cash flow, reduce tax burdens, and manage their wealth. I believe that when people spend their lives working hard, they shouldn’t have to worry about retirement. Our goal is to take that worry away by providing excellent advice and service to our clients.
Advisory services offered through Legacy One Financial Services, LLC.
- Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs - Develops customized ideas and solutions for each client - Specializes in helping clients meet their protection needs through a variety of insurance products