Legacy Group Financial Advisors: Joe Boyd

Legacy Group Financial Advisors: Joe Boyd Our full-service firm specializes in helping individuals develop sound retirement strategies. Life looks different for every individual and every family.

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Most of us want things to be easier to understand and accomplish, but we also value working with people who see us as individuals and genuinely care about our unique needs. As the owner of The Legacy Group, I bring integrity, dedication, and pe

rsonalized financial guidance to each client. My approach is rooted in honesty, ensuring that the strategies we develop align with your goals, values, and long-term vision. My wife, Teresa, and I have been together for over 20 years, and we are blessed with three incredible children. Balancing my professional responsibilities with being present at every family event, sharing meals together, and serving our church is something I take great pride in. I never want anyone to feel like an afterthought, whether in my personal life or professional relationships. I truly enjoy helping others plan wisely for their future. I like to work with kind-hearted individuals who genuinely need assistance, including small business owners, families, retirees, and individuals preparing for retirement. I also serve those who see themselves as younger, older, or anywhere in between, as well as those who have worked hard to build great wealth and those at other navigation points on their financial and life journey. As a teacher and leader, I believe in lifelong learning and applying wisdom to every decision. Whether it’s retirement planning, investment strategies, or wealth preservation, my goal is to simplify complex financial matters so you can focus on what truly matters to you. Beyond my work, I am passionate about mentorship, community service, and personal growth. I enjoy volunteering, guiding young professionals, and spending time outdoors with my family. Building lasting relationships based on trust, transparency, and care shape how I do business and life. At Legacy Group Financial Advisors, we are more than just financial advisors—we are partners in your financial and life journey, committed to helping you create a lasting legacy.

Mothers make the world feel a little softer, stronger, and more connected. Wishing you a day filled with love and well-d...
05/11/2026

Mothers make the world feel a little softer, stronger, and more connected. Wishing you a day filled with love and well-deserved joy. 🌸

Legacy Group Financial Advisors: Grant WalkerPlease join us in welcoming Grant Walker to Legacy Group Financial Advisors...
05/05/2026

Legacy Group Financial Advisors: Grant Walker

Please join us in welcoming Grant Walker to Legacy Group Financial Advisors!

Grant grew up in southwest Missouri with a strong foundation in faith, family, and hard work. Before entering the financial services industry, he spent nearly a decade in healthcare, where he supported individuals and families through some of life’s most difficult seasons. That experience helped shape his steady, compassionate approach and his commitment to listening first and serving with care.

He now brings that background into his work as a financial advisor, where he focuses on helping individuals and families think through important decisions with clarity and confidence. Based in southwest Missouri, he works with clients in Ozark and surrounding communities, as well as those who prefer to connect virtually from other locations.

We’re glad to have Grant on the team and look forward to the relationships he will build along the way.

04/17/2026

Today isn’t just about filing—it’s about reflecting on your financial strategy.

Are you maximizing deductions?
Are your investments tax-efficient?
Is your long-term plan aligned with your goals?

Tax Day is a checkpoint, not just a deadline. The smartest financial moves happen before next year’s filing.

If you have questions or want to make your money work smarter year-round, let’s talk.

Managing debt while saving requires thoughtful coordination. Strike a balance that enables you to fulfill your financial...
04/16/2026

Managing debt while saving requires thoughtful coordination. Strike a balance that enables you to fulfill your financial responsibilities while also creating a safety net for future needs.

Regular contributions may help support long-term financial growth.
04/16/2026

Regular contributions may help support long-term financial growth.

Tax deductions for retirees may affect withdrawal strategies and overall tax planning.
04/16/2026

Tax deductions for retirees may affect withdrawal strategies and overall tax planning.

Higher income levels can potentially lead to increased Medicare premiums through IRMAA. Understanding these thresholds i...
03/30/2026

Higher income levels can potentially lead to increased Medicare premiums through IRMAA. Understanding these thresholds is often a key part of planning for healthcare costs.

Regular financial checkups are essential for keeping your plan aligned with your goals. These are opportunities to celeb...
03/26/2026

Regular financial checkups are essential for keeping your plan aligned with your goals. These are opportunities to celebrate progress and make adjustments.

Financial plans often involve considerations for the entire family. Discussing your vision with loved ones can help ensu...
03/23/2026

Financial plans often involve considerations for the entire family. Discussing your vision with loved ones can help ensure everyone is aligned and supported.

Coordinating with tax and legal professionals helps ensure that all aspects of your financial life work together. This c...
03/18/2026

Coordinating with tax and legal professionals helps ensure that all aspects of your financial life work together. This collaboration can lead to a more robust plan.

Address

195 S. Payne Stewart Drive
Branson, MO
65616

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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