Our Thought Leadership
Explore our topics and key contributors
Financial Planning Age Milestones…As You Approach Retirement
Scott Nelson, Financial Advisor, discusses financial planning considerations for certain age milestones for those nearing retirement.
What Does “Fiduciary” Really Mean? - Chad Terry
Chad Terry, CEO at Legacy Financial Group, discusses what it truly means to be a fiduciary.
The “Box of Confusion,” a Collection of Financial Documents
Scott Arnburg, Financial Advisor, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one.
It All Starts With Your Story
Chad Terry, CEO at Legacy Financial Group, discusses a recent milestone of a long-standing client and how it all starts with your story.
Rachel Wood Introduction
Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.
Top 3 Important Milestones
Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies.
Honoring Your Unique Journey
Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique journey.
Introduction - What To Financially Expect When You're Expecting
In this series, Nick Hemsted, Financial Advisor, will be walking you through the financial consideration and expectations for families who are expecting a child.
Easing the Divorce Process With the Help of an Advisor
Tamara Smith, CDFA® speaks about how working with a financial advisor during the divorce process can help increase the efficiency and clarity around decision-making for divorce attorneys and their clients.
3 Tax Planning Strategies
Scott Nelson, Financial Advisor, discusses three tax planning strategies high-income earners can employ that go beyond maxing out your company retirement plan.
Tamara Smith Introduction
Meet Tamara Smith, a Certified Divorce Financial Analyst (CDFA®) and Financial Advisor at Legacy Financial Group.
Scott Arnburg Introduction
Meet Scott Arnburg, Partner and Advisor at Legacy Financial Group.
Finding Clarity Around Your Retirement
Scott Nelson, Financial Advisor, speaks about how partnering with Employee Family Resources helps people develop financial roadmaps and gain clarity around their finances.