Get to Know Legacy
Our Promise
We will treat you with respect, honesty, and dignity.
We will be available when you need us.
We will consistently be here for you and perform all
requested services.
We will be your fiduciary, putting your interests first.
We will strive to acquire a complete and accurate
understanding of your goals, your risk tolerance, and your
time frame.
We will propose strategies based on your situation, explain
the implications, and provide you with proactive service.
We will work at your pace but continue to stress making
important decisions.
Our History
1988
Bill Elson and Brian Hood started in the financial industry at the same company on the same day. While their paths went separate ways, they remained friends and respected colleagues for 30 years.
2016
The two merged together under the same Registered Investment Advisor to bring economies of scale and improved purchasing power for their clients.
2018
Bill’s Spectrum Advisory Services joined Legacy Financial Group family. Both firms relocated their offices to 6000 Grand Avenue, Suite B, in Des Moines, Iowa.
2020
Rachel Wood became a partner in the firm. She began working in the financial planning industry in 2002 and joined the firm in 2005.
What We Look For in a Client
For us, assets alone are not what defines a successful advisor/client relationship. Instead we look to other factors that offer a good fit between our services and a potential client. That is why the initial discussions regarding expectations are so important to begin a relationship. We can’t be the best company for everyone. A frank discussion about costs and benefits can determine if we are a right fit for each other.
Most of our clients come to us by referrals from existing clients. By offering superior service and experienced planning, we hope that will be your desire, as well.
What Clients Can Expect
You can expect that we will:
Treat you with respect, honesty and dignity.
Be available when you need us.
Consistently and responsibly perform all requested
services.
Act as your agent, putting your interests first under our
fiduciary standards.
Strive to acquire a complete and accurate understanding
of your goals, your tolerance for investment risk and your
time frame.
Propose strategies customized to your situation, explain
the implications of those strategies, and provide you with
a proactive service.
Work at your pace, but continue to stress making
important decisions.
The many reasons to consider Legacy Financial Group
Independent
We can make decisions that are appropriate for you, not what a company or their policies dictates.
Registered Investment Advisor
Our firm serves as a fiduciary, putting your interests first.
Team
Our team is large enough to have economies of scale in working with vendors, but not so big that you’re lost in an impersonal sea of clients and advisors.
Comprehensive
We offer comprehensive, holistic planning aligned to help meet your specific needs and wants in areas such as investments, retirement, risk assessment, estate planning, and taxes.
Experience
Our team has over 100 years of combined experience in providing personal financial advice and support to our clients.
Knowledge
We are dedicated to continued professional growth through educating ourselves and studying best practices.