Legacy Finance

Legacy Finance Legacy Finance
“A good man leaveth an inheritance to his children's children” Proverbs 13:22

Legacy Finance is a second-generation financial planning and wealth management firm located in Old Town Clovis, CA. With a President who holds the prestigious CFA designation, we have a distinctive edge in our industry. Our strong values drive us to fulfill our fiduciary duty by offering high-caliber services, ensuring transparency to all our clients. Our ultimate mission is to empower you to build a lasting legacy that will be remembered for generations to come.

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
06/07/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

1 SINGLE OFFICE SPACE AVAILABLE FOR RENTIN THE HEART OF OLD TOWN CLOVISPrime office space with window, available in the ...
06/03/2026

1 SINGLE OFFICE SPACE AVAILABLE FOR RENT

IN THE HEART OF OLD TOWN CLOVIS

Prime office space with window, available in the heart of Old Town Clovis. Newly renovated space is on the second floor, offering a modern and professional environment. The office comes with a range of amenities designed to meet your business needs. Located in a vibrant area with great visibility, this space won’t last long. Act fast to secure your spot in this sought-after location!

✓ Utilities Included

✓ High-Speed Internet

✓ Conference Room

For More Information

559.297.8080

[email protected]

We’re honored! 🏆Thanks to your votes, Legacy Finance has been named Best Financial Planner in Central California by our ...
05/31/2026

We’re honored! 🏆

Thanks to your votes, Legacy Finance has been named Best Financial Planner in Central California by our community once again! This year, we were also proud to be voted Best Wealth Management in Central California!

This recognition means so much to our team. We’re deeply grateful to our clients, community, and everyone who trusts us to help guide their financial journey.

Here’s to continuing to serve you with integrity, care, and long-term vision.

— Bradley Warner & the Legacy Finance Team
www.imalegacy.com

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
05/21/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

Today, we celebrate every kind of mom who loves, guides, and nurtures us in countless ways.Thank you for all the ways yo...
05/10/2026

Today, we celebrate every kind of mom who loves, guides, and nurtures us in countless ways.

Thank you for all the ways you make our world brighter and our hearts fuller. 💐

Every earnings season is different, but the influence of a handful of companies is undeniable.
05/06/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

Did you know that your Social Security benefits may still be taxed?Depending on your total income in retirement, a porti...
04/22/2026

Did you know that your Social Security benefits may still be taxed?

Depending on your total income in retirement, a portion of your Social Security income could be subject to federal taxes. Many retirees are surprised to learn that other sources of income can affect how much of their benefit is taxable.

Understanding how Social Security fits into your overall income strategy can help you avoid surprises and plan more effectively for retirement.

If you are nearing retirement and have questions about how Social Security works with your personal situation, Legacy Finance, located in Old Town Clovis, is here to support individuals and families throughout the Central Valley as they plan for a more confident retirement.

Health Savings Accounts are often one of the most tax-efficient tools available while you are alive. But something we of...
04/20/2026

Health Savings Accounts are often one of the most tax-efficient tools available while you are alive. But something we often see overlooked in financial planning conversations is what happens to an HSA after death.And this is where...

🎉 Happy Financial Advisor Day! 🎉 Meet Bradley Warner, our seasoned financial advisor with over 20 years of experience in...
04/18/2026

🎉 Happy Financial Advisor Day! 🎉 Meet Bradley Warner, our seasoned financial advisor with over 20 years of experience in the industry. Bradley is our president, and our in-house Chartered Financial Analyst(CFA®). He is dedicated to serving our community by providing financial guidance and personalized solutions tailored to your unique goals and aspirations. Whether you’re planning for retirement, investing for the future, or seeking to protect your assets, Bradley is here to help you navigate the complexities of financial planning with confidence and clarity. Cheers to Bradley and all the incredible financial advisors out there making a difference in people’s lives every day! 💼💡

Address

516 5th Street #201
Clovis, CA
93612

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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