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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.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Business

Business

Develop strategies to take your company to the next level.

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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.

Contact Us

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.

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Step 3: Your advisor presents your personalized plan and process to you.

Step 4: Your advisor goes to work implementing your tailored plan.

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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.

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Ongoing Strategy

High-touch client service that is proactive and personalized to help you stay on track.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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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

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