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

Joel Bird

Joel Bird

Private Wealth Advisor

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Jody Olney

Jody Olney

Financial Advisor

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Christian Walter

Christian Walter

Financial Advisor

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Team

Beth Jordan

Beth Jordan

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant