About Legacy Financial Designs
We’re an independent fiduciary firm dedicated to serving families in the wealth accumulation phase of life. We are located in Spring, TX, serving clients in The Woodlands, TX, Greater Houston, TX, College Station, TX and virtually across the United States. Working collaboratively with you, we strive to understand the details of your life vision, outline your options in plain English, and design a plan that turns your dreams into a reality.
We are fee-only and do not sell products or receive kick-backs/commissions on our recommendations. As a result, we maintain our clients interests first at all times and make recommendations based solely on your family’s needs.
Meet Your Team