Investment Bank/Securities Brokerage - Overland Park, KS, US
Ever since Michael Lutz founded Legacy Financial Strategies, LLC in 2000, our mission has been to make a difference in our clients' lives. Our goal is to take away our clients' financial anxiety, so they can better spend their time enjoying what's most important to them.We do this by continually listening to our clients' goals and objectives, whatever they may be. We devise a customized plan for each of our clients, whether for an individual or business, so they can feel confident they will achieve their dreams. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find the answers. Our services include financial planning, 401(k) and business solutions, investment tools and insurance services. Our entire team is passionate about helping people build, secure and manage their financial lives. Let us show you how by scheduling a complimentary, initial consultation. There's no obligation. We look forward to getting acquainted.
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