724-983-1617

david@leavealegacy.com

Your Financial Partner

Who We Are

Dedicated to Your Financial Peace of Mind

At Legacy Financial Strategies, Inc., we believe that retirement should be a time of enjoyment, not stress. Located in Hermitage, PA, we specialize in guiding retirees and those nearing retirement with personalized financial solutions. Our mission is to help you make informed decisions, protect your assets, and create a secure, lasting legacy.

Our Approach

Tailored Strategies for Your Unique Journey

We know that every financial journey is unique. That’s why we take the time to understand your goals, concerns, and dreams. By blending our experience with a genuine commitment to your success, we provide actionable strategies that empower you to live your best retirement.

6 Key Pillars of Our Service

Comprehensive Retirement Planning
Strategic Investment Management
Reliable Income Strategies
Tax-Efficient Solutions
Transparent and Trustworthy Advice
A Personalized, Human Approach

Meet Our Team

Experienced Professionals Who Care

Our team of financial experts brings decades of experience and a personal touch to every client relationship. From our office in Hermitage, PA, we’re proud to provide a supportive and welcoming environment where you can feel confident about your financial future.

Let’s Connect and Secure Your Retirement

We’re here to answer your questions and help you take the next step toward financial clarity. Contact us today for a friendly, no-pressure consultation with one of our experienced advisors.

Schedule Your Free Consultation

Overview

Contact

Phone: 724-983-1617

Fax: 724.347.0625

david@leavealegacy.com

Location

3087 Innovation Way

Hermitage, PA 724-983-1617

Connect

There are no warranties implied.

Legacy Advisory Group, Inc. (“RIA Firm”) is a registered investment adviser located in [Hermitage, PA]. Legacy Advisory Group, Inc.(LAG) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Legacy Advisory Group, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LAG web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LAG, please contact the state securities regulators for those states in which LAG maintains a registration filing. A copy of LAG current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from LAG upon written request. LAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LAG’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Legacy Financial Strategies, Inc. and individually licensed and appointed insurance agents.

Tax preparation and accounting services are offered through Innovation Tax Service, a dba of Legacy Financial Strategies, Inc

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