What We Do
At Legacy Financial Designs, we guide family-oriented professionals and small business owners to make sound financial decisions for their unique situation.
Who We Are
Our mission is to empower families to design the life that truly calls to them.
If you are…
Newlyweds / starting your family
Family-oriented small business owners
Empty nesters looking to retire
Overwhelmed by the ever evolving world of finance and are uncertain how to best
utilize your income to design the life that truly calls to you
…then we’d love to talk to you! Click here to schedule an introductory phone call.
What It’s Like to
Work with Us
We remove the frills.
It’s Time to Bring Direction to
Your Financial Life
No industry jargon.
You can expect plain English from us, not confusing terminology.
No asset minimums.
Wherever you are on your wealth journey, we want to help.
We don’t sell products. As a fiduciary, we give advice tailored to your best interest.
I’m Skyler, and I’m glad you’re here.
The challenge in my profession is that most people think they need financial guidance when nearing retirement. The reality is that we need the most financial guidance while we are still working and earning an income. I realized what most people are looking for isn't just a financial advisor who can help them manage their investments, but a financial guide who can provide ongoing guidance throughout your life journey.
Helping my clients make smart financial choices to accomplish their life goals—like supporting their kids through college and living a lifestyle they truly enjoy—is one of the most rewarding parts of what I do. No matter where you’re starting from or what aspirations you have, let’s see how we can work together and make your dreams a reality.
At the end of my life, I want to have helped build stronger families, stronger finances, and a stronger future; this is the real mission for me.
Interested in Working Together?