Legacy Financial Partners

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Dennis Draeger

Dennis Draeger

Private Wealth Advisor

Visit Dennis Draeger's website
Michael Linster

Michael Linster

Financial Advisor

Visit Michael Linster's website
Dean Hepper

Dean Hepper

Financial Advisor

Visit Dean Hepper's website

Team

Courtney Buth

Courtney Buth

Client Service Specialist,

Operations Manager
Vicki Hepper

Vicki Hepper

Administrative Assistant

Paige Klose

Paige Klose

Administrative Assistant