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Innovative Financial Planning & Investment Strategies 

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Investing, planning and wealth management are more complex than ever before.

It’s essential to have a skilled financial planner on your side to help navigate today’s complex financial environment.  At Legacy Financial Planning, our financial consultants and investment strategists continually strive to take the confusion out of helping you manage your money.

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For those seeking advice they can trust from the onset, to the most seasoned investor looking to take their financial success to new tiers, Legacy offers a full spectrum of financial and wealth management services to help you make the most of your success. Learn more about each, below…


At Legacy Financial Planning, our ultimate goal is to develop strategies designed to protect and grow your wealth through the use of a comprehensive and personalized approach. Discover our full offering of retirement and financial planning.


Our team is dedicated to helping you understand today’s complex market in plain speak.

Additional Services

From lending and loans to estate planning and trust management, Legacy Financial Planning, in conjunction with Raymond James, brings experience, compassion and insight to help protect your wealth.

Client Access

Legacy Financial Planning makes it easy to manage your account online. Login, update your personal details, create a new account, or get unbiased answers to financial FAQs.

At Legacy Financial Planning, we believe strongly in keeping our clients in the know when it comes to investment and money management. Sign up for our financial newsletter or view a video on one of the many topics that might be relevant to your planning process.

Monthly Newsletter

The Legacy Ledger, our monthly newsletter,
contains easy to understand investment insights,
financial strategies, and helpful money management tips. Subscribe to our monthly newsletter:


Our short, educational videos take complex
financial topics and make them easy to understand. 

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The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit for more information.

Are You Ready for Retirement?

Wondering if the plan you’ve prepared is capable of withstanding today’s often unpredictable markets? Legacy Financial Planning offers a diverse range of retirement and wealth management services to help you weather even the most sporadic market fluctuations.

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Test your knowledge of these financial topics.  

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Financial Calculators

From determining how much income you'll need in retirement to figuring out the interest on your mortgage, use our handy financial calculators ...

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Financial Planning Based on the Vision of Those We Serve

As a trusted Raymond-James financial services provider, Legacy Financial Planning is proud to offer leading-edge investment and wealth management services in Oswego and Rochester NY, as well as clients in the Naples, FL area. For more information on our firm or full array of financial services, or to schedule a time to meet with one of our advisors, get in touch with the Legacy Financial Planning office in your area.