Legacy Financial Strategies, LLC

08/18/2026

What a day! ⛳️☀️

A huge thank you to everyone who joined us for this year’s Legacy Golf Scramble! We had such a great time spending the day on the course with our clients, friends, and team.

We’re especially grateful to Growing Futures Early Education Center for being part of the day and giving us the opportunity to support the incredible work they do in our community. 💙

We appreciate every one of you and are already looking forward to next year! 🏌️‍♂️

08/05/2026

Roth IRAs can be a powerful tool for building tax-free income in retirement- but understanding how they work is key. In our latest blog, Ellea Starkel, CFP® breaks down the basics, including Roth vs. traditional accounts, contribution limits, withdrawal rules, and factors to consider when deciding if a Roth IRA fits into your financial plan.

Read the blog here:

When used in the right circumstances, Roth IRAs can be one of the most powerful tax-efficient retirement savings tools available. Understanding how they work, including their benefits and limitations, can help you determine whether they're a good fit for your financial plan.

07/29/2026

A new savings option for children is here, but is a Trump Account the right fit for your family? In our latest blog, Brooklyn Maldonado, CFP®, EA breaks down how these accounts work, who qualifies, and how they compare to other long-term savings strategies so you can make a more informed decision.

Read blog here 👉:

Earlier this year, we covered the basics of the new Trump Accounts: who qualifies, how contributions work, and the $1,000 government seed contribution available for certain children. Now that the program is officially live, families can begin opening accounts and making contributions.

07/06/2026

In his latest market commentary, Chief Investment Officer Chris Proctor, CIMA® reflects on a first half that tested investors with war, oil shocks, and record highs all at once.

Read the commentary here 👉

The first six months of 2026 were a reminder of why staying invested through short-term uncertainty continues to pay off.

07/04/2026

Today we celebrate the freedoms we enjoy, the communities we call home, and the people who make them stronger every day.

Happy Fourth of July from your team at Legacy Financial Strategies!

06/21/2026

Celebrating the dads and father figures who help shape our lives, our values, and our futures. Wishing you a very Happy Father’s Day from the Legacy family. 💙

06/15/2026

Your insurance shouldn’t be a “set it and forget it” decision.

Life changes, markets shift, and your insurance needs may evolve over time. Knowing when to shop around can help ensure you’re still getting the right coverage at the right value.

Our latest blog by Michelle Green, CFP®, CDFA® explores key signs it may be time to review your policies and what to consider before making a change.

Read more:

Insurance is one part of a broader financial plan. The goal is not to have the cheapest policy or the most coverage possible, but to make sure your protection aligns with your financial situation and the risks you’re comfortable taking.

06/03/2026

A big thank you to everyone who joined us for our Donate & Recycle Event on Saturday!

We had a wonderful turnout and loved helping our clients safely shred documents, recycle unwanted items, and donate to a great cause.

These events are more than checking things off the to-do list, they’re a chance for us to connect, give back, and spend time outside of the office.

Thank you for taking time out of your weekend to stop by. We always enjoy seeing you and appreciate being part of such a wonderful community!

05/25/2026

Today, we pause to honor and remember those who made the ultimate sacrifice for our country.

Their courage and sacrifice will never be forgotten. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and remembrance.

05/10/2026

Happy Mother’s Day to the women who lead with strength, compassion, patience, and love every single day.

Today, we celebrate the incredible moms, grandmothers, mentors, and caregivers who make a lasting impact on the lives around them. 💙