Wide range of offerings

The Legacy Foundation, LLC is an independent fee-based advisory firm specializing in financial consulting for university professionals.

 

Financial Planning Services

Capital Needs Analysis

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Retirement Income Planning

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Insurance Evaluation

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Tax Planning

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Estate Planning

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Educational Funding

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Asset Management Services

Risk Tolerance Assessment

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Asset Allocation Design

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Complimentary Portfolio Review

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Portfolio Monitoring

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Tax-Aware Investing

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Research and Communication

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Reach Us

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13005 Greenville Avenue,
California, TX 70240

+22 140 006 754

contact@divifinance.com

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