“Your Vision, Our Expertise: Your Peace of Mind” ®

Helping you navigate life’s transitions.



Working toward the retirement you desire.



Preserving and enhancing your wealth.



Bridging the unique needs of multiple generations.



Tom Menzel, CFP®

With a commitment to understanding life’s transitions and serving you with compassion, Legacy Financial Advisors is dedicated to helping successful individuals and families preserve and enhance their wealth.

Legacy Financial Advisors knows that making major financial decisions can be difficult. Whether planning for retirement, building a lasting legacy for your loved ones, or navigating a life transition, the right choices are not always clear. Regardless of your personal or financial situation, we are here to help you. We will work with you to assess your specific needs, clarify your options, and develop solutions that meet your unique financial objectives.

In business for more than 35 years, we have the experience and ability necessary to coordinate with other professionals helping you work toward your financial goals, assuring you that your needs are met with comprehensive expertise.

Built on a reputation of diligence and integrity, Legacy Financial Advisors will work tirelessly for your peace of mind.