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Some of our most popular services

Free Financial Analysis

A clear plan is the foundation of a successful retirement.
We work with you to define your financial goals, visualize your ideal future, and determine what’s needed to make it a reality. Our personalized consultation helps you take the first step - and it’s completely free.​

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Tax-Advantaged Wealth

Taxable or tax-free - what’s better for your money?
We help our clients grow their savings in tax-advantaged strategies that not only reduce exposure to market risk but also offer the potential for uncapped growth. You don’t have to gamble with your financial future - there are smarter ways to invest.​

401(k) Rollovers

Have an old 401(k) sitting idle? Let’s put it to work.
We’ll help you roll over your inactive 401(k) and create a personalized strategy to align it with your retirement goals - so your money keeps moving forward.​

SERVING CLIENTS NATIONWIDE
​FOR OVER 35 YEARS

Nominated by clients in multiple years ​and selected as a Finalist for the 2019 Texas Family
Business ​of the Year Award

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?
Schedule your Zoom Connection Call by clicking the image below.

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