Our Philosophy

Financial advice is about YOU - you are never just another client with True Legacy Financial Planning. Financial advice should put the client first by helping them achieve the vision that they have for their life and family. At True Legacy Financial Planning, we believe that we must listen more than we talk.

We love what we do and value the many personal long-term relationships we enjoy with our clients. We believe that every relationship is a privilege and it is our pleasure to understand how your finances help you accomplish the things in your life that are the most meaningful to you.

Our goal at True Legacy Financial Planning is to use Biblical Principles, wisdom, and extensive experience to help simplify the complicated when it comes to your finances to help you avoid costly mistakes and be more confident in the future.