At Legacy Financial Solutions, Bob Hiss, Matt Hiss, Kyle Mauck, and the rest of the team believe our clients can rely on us for progressive knowledge, strategic innovation, and most importantly integrity while helping to pursue each client's personal legacy goals.
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. We believe this creates a better financial strategy for our clients.
Complete transparency in the broker and client partnership is important to us. Which is why we choose a fee-based structure for your investment portfolio. One simple, transparent fee means we do better only when you do better.
We closely watch your investments and make sure they are aligned with your financial goals.
We are ready with an innovative investment strategy to keep your goals on track whether the markets are up, down, or sideways.
We strive to serve our clients with compassion, integrity, flexibility, and reliability.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.