Legacy Financial Group

Legacy Financial Group As a Ramsey SmartVestor, I am in the business of helping clients meet their financial challenges. And there are no easy answers.

Investments, taxes, insurance, and estate planning: The list of financial concerns and considerations facing you today is seemingly endless. As a Dave Ramsey SmartVestor Pro, I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most

important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

Retirement planning - to design an investment strategy to help you meet all of your retirement goals

Estate planning - for preservation of wealth from generation to generation

Corporate 401(k), Retirement Plan & Investment Management

Pension & 401(k) Rollover Planning & Account Management

Insurance Planning-provide for your family's future needs

College Planning-to give your kids a good head start

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring our company website. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

Nice write up for Big Red!
04/18/2026

Nice write up for Big Red!

MaxPreps News - Baseball Recap: Tomball Kings Homeschool vs. Aggieland HomeSchool Panthers

02/27/2026

We can help.

08/09/2025

Here's how much it would take to go from $0 to $1,000,000 in a retirement account by age:

20-65: $100 a month
25-65: $160 a month
30-65: $265 a month
35-65: $445 a month
40-65: $755 a month
45-65: $1,320 a month

Every year you wait to invest costs you tens of thousands down the road. Don’t let procrastination be the most expensive thing you own.

Small moves today beat big regrets tomorrow.

Compound growth turns ordinary people into millionaires. All it asks from you is to start early and stay the course.

Be a crockpot in a world full of microwaves.

08/05/2025
Let us help you.
07/20/2025

Let us help you.

06/16/2025
Forever a Partner. Let your big heart and love for people be a part of what we always do for families that need our help...
05/19/2025

Forever a Partner. Let your big heart and love for people be a part of what we always do for families that need our help.

Great article about the tariffs and why it is being done:
04/03/2025

Great article about the tariffs and why it is being done:

In 1992, a non-politician named H. Ross Perot, a very accomplished businessman, decided to run for President of the US as an Independent. Perot focused his campaign on his plan to balance the feder…

04/01/2025
With great sadness, we share the loss of an amazing son. Thank you for your prayers.
02/13/2025

With great sadness, we share the loss of an amazing son. Thank you for your prayers.

Celebrate the life of Travis Brand, leave a kind word or memory and get funeral service information care of Brookside Funeral Home - Champions.

Address

2219 Sawdust Road, Suite 101
The Woodlands, TX
77380

Opening Hours

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

Telephone

+17133895165

Website

Alerts

Be the first to know and let us send you an email when Legacy Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Financial Group:

Shortcuts

Share

Category