A Client-First Approach
At Legacy One Financial, we are first motivated by our vision, to be your sole trusted advisor, in partnering with you to clarify your dreams, goals, and values. We will assume the dual role of advisor and advocate. Your best interests will always come first and we will strive to consistently exceed the expectations set by YOU, our client. We look to foster honest and trusting relationships, in both directions.
As an SEC Registered Investment Firm, LPL Financial acts as a fiduciary on your behalf, ensuring that we manage your wealth with responsibility and accountability to always do the right thing for you, our client. We are not held to a specific set of investments, funds or financial products and companies, which is often the case when working with large brokerage firms. This allows us to offer a wide variety of investment solutions, and develop customized plans, disciplined investments, and strategies that are right for you.
It is our objective to give you a sense of confidence and ease your mind when it comes to financial uncertainties in the decision making process as it relates to investing. We truly believe in partnering, and collaborating with your existing professional team of accountants, attorneys, and insurance providers to see that your goals are fulfilled and work toward the desired results of your financial plan and well-being.
"The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan."
"Gaea is an excellent investment and retirement planner. We have been working with Gaea for almost 10 years and have been very happy with the process and results. The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan. Working with Gaea has been a wise decision and we trust her wholeheartedly to have our best interests at heart. Her wealth of knowledge has helped grow our portfolio. She has also been a great resource and consultant for us on a variety of other investment opportunities. One of the great things about Gaea is she truly wants to see her clients fulfill their financial dreams. It's been a pleasure working with Gaea and we look forward to many more prosperous years of growth."
- Rick and Nanci C.