Meet with Legacy Financial

Get Started in

3 Easy Steps

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Discover

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

evaualte

Evaluate

Using the Legacy Financial plan, we’ll examine your current financial situation and determine your retirement needs.

plan

Plan

Receive a custom strategy to help you reach your unique retirement goals.

Schedule a Meeting

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920.939.3601

3305 N. Ballard Rd., Suite A
Appleton, WI 54911