Our Thought Leadership
Explore our topics and key contributors
Honoring Your Unique Journey
Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique story and the singular journey you will need to take on the path towards your legacy.
Top 3 Important Milestones
Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies.
Introducing Tamara Smith
Meet Tamara Smith, a Certified Divorce Financial Analyst (CDFA®) and Financial Advisor at Legacy Financial Group. Your Story. Your Journey. Your Legacy.
The Box of Confusion
Scott Arnburg, a financial advisor at Legacy Financial Group, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one. With the help of a financial advisor, this client was able to gain clarity around the contents of this box and develop a path forward in the wake of her personal tragedy. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Tamara Smith Introduction
Meet Tamara Smith, a Certified Divorce Financial Analyst (CDFA®) and Financial Advisor at Legacy Financial Group. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Scott Arnburg Introduction
Meet Scott Arnburg, Partner and Advisor at Legacy Financial Group Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Nick Hemsted Introduction
Meet Nick Hemsted, Financial Advisor at Legacy Financial Group. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Introduction - What To Financially Expect When You're Expecting
Welcome to the What To Financially Expect When You're Expecting video series. In this series, Nick Hemsted, Financial Advisor at Legacy Financial Group, will be walking you through the financial consideration and expectations for families who are expecting a child. From budgeting to Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Scott Nelson Introduction
Meet Scott Nelson, Financial Advisor at Legacy Financial Group. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Finding Clarity Around Your Retirement
Scott Nelson speaks about how partnering with Employee Family Resources is helping more people develop financial roadmaps and gain clarity and confidence around their finances through Employee Assistance Programs. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Extra Cash Flow Considerations For Empty Nesters
Scott Nelson, a financial advisor at Legacy Financial Group, discusses the number one question he receives from clients who are empty nesters: What should I do with my extra cash flow? Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Top 3 Important Milestones
Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
Honoring Your Unique Journey
Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique story and the singular journey you will need to take on the path towards your legacy. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you:
The Box of Confusion
Scott Arnburg, a financial advisor at Legacy Financial Group, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one. With the help of a financial advisor, this client was able to gain clarity around the contents of this box and develop a path forward in the wake of her personal tragedy.
Giving Time, Talent, and Treasure: A Holistic Approach to Philanthropy
As a financial advisor, I am passionate about empowering others to make wise financial decisions and achieve long-term success. While my expertise lies in the treasure aspect of financial management, I firmly believe that true fulfillment and impact come from giving not…
Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
In a previous blog, I delved into the pivotal role parents, particularly mothers, play in shaping their children's relationship with money. Today, I aim to expand on this concept by discussing the most crucial financial lessons we can impart to young adults as they prepare to…
Who Should Inherit Your Wealth? Guiding Mid-Level Managers on Charitable Giving, Estate Planning, and Family Harmony
As a financial advisor, I have witnessed the anxieties that surface when contemplating the question: "Who should inherit your wealth?" While this is undoubtedly a deeply personal decision, it is vital that you explore various avenues to ensure your assets are distributed…
What to Financially Expect When You're Expecting: Importance of Life Insurance, Wills, Estate Planning, and Children's Trusts
Pregnancy and parenthood can bring significant financial changes. I’ve experienced that as both a financial advisor and a father. It's crucial to consider financial planning in preparation for such life-changing events. Let’s discuss some foundational planning topics…