LEGACY CFO IS A FEE-ONLY WEALTH MANAGEMENT FIRM
It’s all in our name — serving as your personal CFO in order to help you and your family create a legacy centered around values, principles, and financial well-being for future generations. This is why we take the time to understand what brings fulfillment to your life, whether that be providing for your family, supporting philanthropical causes, or finding the balance between vocation and vacation.
Legacy CFO is here to provide peace of mind, allowing you to focus on what matters most in your life. We believe that no two clients travel the same life path. Therefore, we offer flexible, creative solutions that are customized to your individual needs and goals. Legacy CFO operates as a fee-only fiduciary, meaning we are legally bound to the highest duty of care by keeping our client’s interests ahead of our own, fostering trust and confidence critical to a successful partnership.
Company Details
- Employees
- 3
- Address
- The Woodlands, Texas 77385, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.legacycfo.com/
- Keywords
- Wealth Management, Financial Advisor, Fee-Only Fiduciary, Financial Planning, Asset Management, Stock Options, Tax Planning, Retirement Planning, Pension Optimization Strategies, Investment Management, Comprehensive Financial Planning, Charitable Planning, Roth Conversion Analysis, Social Security Timing Strategies, Net Unrealized Appreciation, Employer Stock Options.
- HQ
- The Woodlands, Texas
Legacy Chief Financial Office, Llc. Questions
Legacy Chief Financial Office, Llc.'s website is https://www.legacycfo.com/
Legacy Chief Financial Office, Llc.'s LinkedIn profile is https://www.linkedin.com/company/legacy-cfo
Legacy Chief Financial Office, Llc. has
3 employees.
View email and phone details for 3
employees at Legacy Chief Financial Office, Llc..
Legacy Chief Financial Office, Llc.'s industry is
Financial Services
Legacy Chief Financial Office, Llc.'s top competitors are
Advisor Logistics, Llc,
Crump Life Insurance Services,
New Wave Offshore Energy,
Maridea Wealth Management,
Outlook Wealth Advisors.
Legacy Chief Financial Office, Llc.'s categories are Financial Services
