Legacy Is Accepting New Clients

2020 will go down as one of the most difficult years in our lifetime.  For many, it has been a year of transitions.  Big transitions include loss of a job, retirement, business sale, or death of a loved one.  Small transitions include working from home, virtual education for our children, and keeping track of our masks.

On our web site, we share the following: “Many of our clients sought our guidance at the major turning points of life.  We are particularly attuned to the concerns and questions that surface during times of transition.  Our team members serve you and your family as an unbiased thinking partner, whether you’re celebrating the most joyous occasions or standing at your life’s most difficult junctures.”

Working with clients in transition has been a focus from the beginning.  Roger expanded his expertise in this area by obtaining the Certified Financial Transitionist™ designation from The Sudden Money® Institute.  He is the only person in the state of Texas to hold all three designations of CFP®, RLP®, and CeFT®.

If you know anyone that is going through or pondering a transition, please forward this to them and let them know we would be glad to visit them on a complementary basis to see if we can be of service.

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