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Our Services

Our foundation is research, integrity, and innovation

We are Legacy Financial Solutions, an independent financial firm with locations throughout Kansas. Our mission is to equip clients to fully pursue, grow, 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.

Our Main Pillars of Expertise are:

Investment Management

Together, you and your advisor create an investment strategy that's right for you.

Retirement Planning

Your advisor explores steps to pursue the retirement you want.

Generational Wealth Planning

With wealth team experts your advisor creates a legacy plan to manage your affairs during your lifetime and beyond.

Strategic Business Planning

You and your advisor develop strategies to take your company to the next level.

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