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SOME OF OUR MOST POPULAR SERVICES

FREE FINANCIAL ANALYSIS

Outlining your financial needs and goals is crucial to having a successful retirement.
We help you envision your desired future and assess what is realistic to make that future happen.
​We offer this consultation for free.

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TAX-ADVANTAGED WEALTH

What's better when it comes to your money, taxable or tax-free? We show our clients how to invest for tax-advantaged savings AND protect them from market risk while giving them the potential for unlimited gains.
​Why put your money at risk in the market when you don't have to?

401(k) ROLLOVERS

Got an old 401(k)? We can help!
​We can assist with rolling over your inactive 401(k) and setting up a plan to meet your goals for retirement
​free from market risk and fees!

SERVING CLIENTS NATIONWIDE FOR OVER 35 YEARS

Nominated by a client and a Finalist for the 2019
Texas Family Business
​of the Year Award

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Recipient of the
Family Values Award
​from the Baylor Institute for Family Business

WHAT OUR CLIENTS ARE SAYING

"Been working together over 20 years. Wayne guided me through doubling my money with zero market risk and now I have a guaranteed income for not just my life but my wife's life as well."

Peter Pajak

"We are so thankful for what Legacy has done for us- the security and peace of mind knowing that our family is going to be cared for no matter what is an incredible thing! This is something we definitely encourage others to look into."

Christian & Catherine Leach

"We are very confident in our future and what may come. Also secure knowing we are saving and growing our money with no risk of the fickle market."

Meridith Giere

READY TO SEE HOW WE CAN HELP YOU?
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