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.
3 Tax Planning Strategies - Scott Nelson | Legacy Financial Group
Scott Nelson, Financial Advisors at Legacy Financial Group, discusses three tax planning strategies high-income earners can employ that go beyond maxing out your company retirement plan.
Top 3 Financial Questions You Can't Answer but a Financial Advisor Can
As a divorce attorney, your role is pivotal in guiding clients through the legal complexities of divorce. However, financial nuances often present challenges that fall outside your legal expertise.