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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Legacy Financial Strategies, LLC

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United States
Overland Park, KS
Legacy Financial Strategies, LLC

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From sophisticated strategies to simply lending an ear, Legacy has become a trusted partner to our clients. It's what we're most proud of.

Our services include financial planning, investment & 401(k) management and business solutions.

11/02/2026

🍪 Good people, great company, and a little creativity!

Last week, our Legacy team traded spreadsheets for sprinkles at a cookie decorating class with some wonderful guests!

We shared plenty of laughs, got a little creative, and enjoyed an evening connecting outside the office.

At Legacy, we believe the relationships we build are just as important as the work we do. It’s evenings like these that remind us how lucky we are to have such a great team and community around us! 💙

10/30/2026

What does a 5% Treasury yield mean for your investments, mortgage rates, and the economy?

In our latest blog, David Dwyer CFP®, AAMS®, APMA®, CRPC®, breaks down why rising interest rates matter and what investors should keep in mind.

Read more: https://legacykc.com/general-financial-planning/the-10-year-treasury-at-5-why-it-matters-for-the-ec…

Explore what a 5% 10-year Treasury yield means for stocks, bonds, mortgage rates, the economy, and your investment portfolio.

10/22/2026

We couldn't have asked for a better day for our annual fall event!

Beautiful weather, great company, and plenty of fun.

We always enjoy the opportunity to connect with our clients outside the office and celebrate the relationships that mean so much to us.

Thank you to everyone who joined us! 🍂

10/20/2026

Last week, Holly Tilden, Kaylee Wasinger, and Joe Nafziger, CFP® represented Legacy Financial Strategies at the Professional Connections Event at KSU!

It was a great opportunity to connect with students, share insights into the financial planning profession, and meet talented individuals who are eager to make an impact in the industry.

At Legacy, we believe in investing in the next generation of financial professionals. We're excited to continue building relationships with these future leaders!

Thank you to everyone who stopped by to learn more about Legacy. We enjoyed meeting you and look forward to staying connected.

10/16/2026

Your 20s are the perfect time to start building a strong financial foundation!

From managing your money and building an emergency fund to understanding employer benefits and investing early, small steps today can make a big difference down the road.

In her latest blog, Brooklyn Maldonado, CFP®, EA shares five practical financial habits to help young adults set themselves up for long-term financial success.

Read more:

Your 20s are often when your financial life really begins. The goal in your 20s is to build good financial habits, give yourself flexibility, and take advantage of the opportunities that come with having time on your side.

10/07/2026

In our latest Market Commentary, Chris Proctor, CIMA® takes a closer look at what’s driving market resilience, the impact of higher Treasury yields, why oil prices matter, how the AI story is expanding beyond technology, and what we’re watching as we head into year-end.

📊 Check out the full Market Commentary for our latest insights:

October 2026 market commentary examines a resilient third quarter amid rising interest rates, inflation concerns, geopolitical tensions, and AI investment.

10/05/2026

We had a great time welcoming students from the FPA Student Chapter at The University of Kansas to Legacy last Friday! 🎓

We enjoyed sharing more about our firm and the financial planning industry, and we were especially impressed by the thoughtful questions and conversations throughout the visit. It’s exciting to see such a strong group of individuals preparing to enter the industry after graduation.

Thanks for spending part of your day with us, and best of luck with the rest of the school year!

10/02/2026

Estate planning isn’t just about what happens to your assets - it’s also about making sure your wishes are known and the people you care about are protected. In our latest blog, Bryce Coy, CFP®, breaks down the roles of wills, living wills, and trusts and explains key considerations when determining what may fit your needs.

Read the full blog to learn more! 👉

If you have a bank account, a home, a 401(k), or people you care about, you have an estate. The question is whether you or state law decides what happens to it. Here's a plain-English guide to three documents that are often confused.

09/25/2026

Are you retiring this year? There’s a lot to consider before that final paycheck. Jacob Watts, CFP®, CRPC®, APMA® shares key financial and planning steps to help you prepare for the transition into retirement.

Address

5400 College Avenue, Suite A
Overland Park, KS
66211

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+19134030600

Website

https://legacykc.com/contact-us/

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