Grow Your Legacy
Our Services
We are Legacy Financial Solutions, an independent financial firm with locations throughout Kansas. Our mission is to equip clients to fully pursue, build, and achieve their own personal legacy. With more than 80 years of combined experience and teammates of varying financial expertise we can tailor your plan to better pursue your goals. From helping families manage their wealth to facilitating corporate buyouts — we do a bit of everything. As an independent firm we have a fiduciary duty to always put clients’ interests first. We are not tied to proprietary products, nor are we limited to the services we offer. Instead, together we create a unique approach that continues to set us apart from other firms and helps us to tailor your financial plan specifically to you.
We're Here For You!
Over the past 36 years, we've helped clients across 21 different states. Let's talk about how we can best tailor your personal legacy plan and our ongoing proactive service that is personalized to help you stay on track.
Step 1: Together, you and your advisor discuss how to personalize a plan just for you.
Step 2: Your advisor develops strategies that are tailored to your legacy goals.
Step 3: Your advisor presents your personalized plan and process to you.
Step 4: Your advisor goes to work implementing your tailored plan.
Step 5: Your advisor demonstrates how to utilize your account and resources.
Step 6: Your advisor works with wealth team experts such as a CPA, attorney, and insurance agent to ensure your plan is implemented to the highest standard.
Ongoing Strategy
High-touch client service that is proactive and personalized to help you stay on track.
Helpful Content
Curated articles, videos, and more for a financially savvier you.

Principles of Preserving Wealth
8 Timeless Principles of Investing
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Grow Your Legacy
"If you're going to live, leave a legacy. Make a mark on the world that can't be erased."
- Maya Angelou
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"The legacy of heroes is the memory of a great name and the inheritance of a great example."
- Benjamin Disraeli