To apply thoughtfulness, compassion, empathy and expertise for each family, each plan, each discussion.
Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. It’s a matter of focusing on the long term, while applying measured and consistent discipline.
We are a diverse group with extensive experience in a range of planning and investment techniques. Whatever your situation or stage in life, we can address your needs and help you feel confident about your current and future financial plans.
Legacy One offers unique wealth management services to families and individuals looking to take control of their financial future.
Creating and managing wealth is personal, It’s about you, your current stage of life, and how to best meet your long-term needs. Whatever your situation, our advisors are well prepared to help you get to and through retirement, and to help you leave a lasting legacy.
We take our fiduciary responsibility to you very seriously, which means we are committed to what is in your best interest. That’s also why we chose to be “fee only” advisors. We are transparent about our fees, so you can be assured that any actions we take are for your benefit.
Wealth management can come with emotional turbulence if one is not prepared. Our advisors have the expertise to develop a diversified financial plan that is risk-adjusted, tax efficient, and designed to meet your unique needs. Building an ongoing relationship with you is integral to all that we do. We invite you to meet with us, so we can get to know you and discuss how we can help you accomplish not only your goals, but also your dreams.
Please contact us today to schedule a meeting. We hope to see you soon!
Each client is unique, and we specialize in tailoring our advice to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Our advisors work closely with you to understand your specific needs and goals in order to craft a plan, and then design an investment strategy to help you achieve it. Of course, we also help with retirement planning, estate planning, risk management (insurance), cash flow/money management, college planning and more.
Individuals and families with different levels of resources and financial asset complexities require different investment solutions. But we all have multiple goals and priorities - and we all have a limit to how much risk we can take.
Our initial objective is to help you identify, quantify and prioritize your most critical goals - the ones you really cannot afford to miss. We want to take care of these goals in a fashion that minimizes the potential for you to get knocked off track by episodes of extreme market risk and helps avoid the emotional reactions that often follow. For some people, depending on their financial resources and goals, this may represent their entire portfolio.
For other clients, there may be excess capital available to deploy after the priority goals are funded. Custom portfolio solutions are introduced and sequenced for these clients as appropriate.
Whether you need to keep earning to meet long-term goals, or you ‘have enough’ and want to be more opportunistic in your investment approach, selecting a trusted partner for investment advice is an important decision. Our team has the expertise to help you navigate the challenging investment environment. We are committed to providing the right resources, cost-effectively, so you can achieve your objectives.
Please contact us today to schedule a meeting. We hope to see you soon!
Whether it’s the first time you are looking for a financial advisor or you want a second opinion on what you are already doing, please give us a call.
It could be the start of a wonderful relationship!
8911 Capital of Texas Hwy. N
Building 3, Suite 3210
Austin, TX 78759
Email: Info@Legacy1FA.com
Telephone: 512-342-0202
Fax: 512-342-0101
2004 Williams Drive
Georgetown, TX 78628
Email: Info@Legacy1FA.com
Telephone: 512-864-0721
Fax: 512-591-7852
Legacy One Financial Advisors is an independent, SEC registered investment advisor with offices in Austin and Georgetown, Texas. At Legacy One, our motto is "your family, your plan." Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. Our approach is to apply thoughtfulness, compassion, empathy and expertise for each family, each plan, each discussion.
