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Legacy

Offering a robust line of products to meet your personal and business needs

You can plan your legacy with peace of mind

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Our firm can guide you through the maze

  • Leaving your assets to the next generation may be easy or it may be complex. Regardless, it can be a mysterious and confusing process to contend with.

We specialize in the Estate and trust need of the moment.

  • If a client passes away, we can assist in the probate process and help you file the required financial statements.

Basic financial concepts of estates and trusts, we can teach you.

  • Focus on your need, we will round out your understanding. Save money, call us first.

Meet our legacy team

James Alexander

James Alexander

CPA, CFP®

Meet James
Jason Bolen

Jason Bolen

CPA, CFP®

Meet Jason
Daniel Powell

Daniel Powell

CPA, ABV

Meet Daniel