How We Partner With Clients
Financial Planning
Wealth Management
Our Clients
Individuals and Families
We help individuals, couples, families and extended families make the most of their wealth. Whether creating a lifestyle or creating a legacy - we build a plan with you and invest behind it.
Business Owners
Entrepreneurs and business owners have unique financial decisions to make every day.
We provide robust, discreet advice based on the entire picture of personal and business assets of entrepreneurs and high net worth individuals.
Employers
Employee retirement plans require tailored choices for investing and growing savings. In regular meetings with plan sponsors and owners we develop tailored investment options within a plan. We meet regularly with each employee to provide help with investment choices that address their appropriate risk and diversification needs.
It is never too early to start your financial plan and invest behind it. Tell us more about your goals, and we will get you started on a plan to achieve them. If you'd like to contact one of our Financial Advisors directly, click here for our team directory.
Legacy Financial Independent Advisors
100 Mallard Creek Road, Suite 402, Louisville, Kentucky 40207
Hours
Monday - Friday: 8:30am - 5pm
Contact Us
Chris McCrea (502) 873-0524
Bryan McCrea (502) 873-0523
TC Falkner (502) 873-0526
Bruce McCrea (502) 873-0522
Sheree Bollinger (502) 873-0527
Allison Walker (502) 873-0521 Client Service Associate and to schedule appointments
Advisory services are offered through Legacy Financial Independent Advisors, LLC ("Legacy") an SEC registered investment adviser. This is not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where Legacy is not registered. Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of Legacy's services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Legacy's products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results. Reference to registration with the Securities & Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services herein or that the Firm has attained a level of skill or training.
Compliance disclosures Copyright © 2024 Legacy Financial Independent Advisors - All Rights Reserved.
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