Legacy Services

Our Process

While some companies take a one size fits all approach We understand that your financial goals and challenges are unique. At Legacy, we believe it’s important to develop a plan catered to your specific needs. We’ll help you clarify your goals, create a strategy, and implement a plan to align your finances with the rest of your life goals.

Individual Solutions

We’re specialist when it comes to designing that make handling insurance and investments simple we off a range of services for you and your family including…


Business Solutions

It’s never been more important to protect your business than now. We help you protect your business and the employees who depend on it with services such as…


  • Corporate and partnership buy-out plans
  • Key person coverage
  • Selective bonus plans
  • Buy/sell stock redemption protection
  • 401 K’s
  • Pension plans
  • Profit-sharing plans
  • Disability protection
  • Private retirement plans
  • Health care plans
  • Life insurance
  • Deferred compensation and salary continuation plans
  • Dental Plans


1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991

Securities & Financial Planning offered through LPL Financial Member FINRA/SIPC
The LPL Financial representatives associated with this site are licensed to discuss and/or transact securities business with residents of the following sites; AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, NC, NM, OK, SC, TX, VT