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Our Approach

History

The Legacy Group, Ltd. was founded by Ronald W. LeBlanc, a Certified Financial Planner™ professional, who has been in practice since 1982. W. Ray Sagner, also a Certified Financial Planner™ professional, joined the firm in 2004 from a major brokerage company and took over management of The Legacy Group, Ltd. in 2012. Since inception, the firm has offered financial, retirement and estate planning services to individuals, executives, business owners and their families. In addition, the firm has become known for its expertise in guiding institutions and non-profit foundations.

The firm has helped hundreds of individuals over the last 30 years build and preserve wealth for brighter financial futures. Over the years, as clients have progressed through the various stages of affluence and wealth accumulation, philanthropic desires have naturally emerged as a heartfelt part of the financial planning process. Through an array of personalized, charitable giving strategies, The Legacy Group, Ltd. helps its clients leave significant and enduring legacies to both family members and the community as a whole.

Professional Financial Guidance

The Legacy Process consists of planning, prioritizing, implementing and monitoring. With your values and priorities to guide us, we offer creative, personalized solutions which are tailored to your specific needs. Charting a course that seeks to enhance your financial resources and guiding that wealth along the path of greatest good is at the heart of The Legacy Process. We offer financial planning advice and manage our clients' investment portfolios on a Fee-Only basis. We take no third party compensation and thus have no obligations to anyone but our clients. This eliminates any potential conflict of interest and allows us to adjust portfolios, if need be, without incurring unnecessary costs.

As your trusted advisor, we will work closely with you to create, implement and monitor a personalized plan that seeks to:

  • Create and preserve personal wealth
  • Reduce the risk of financially devastating events
  • Develop strategies to help reduce the burden of taxes and inflation
  • Build consistent and predictable retirement income streams
  • Maximize wealth transfer from one generation to another
  • Endow legacies of hope, beauty and joy in the community
  • Foster peace of mind through proper planning today

Our approach does not result in a single, rigid solution, but rather a vital process in which your financial resources are always at the service of a clearer and more refined view of your individual goals. It is an experience that is both affirming and transformative.

We love our work and take extra care to ensure that our clients have the best possible financial planning experience. Our mission is to guide our clients’ wealth along the path of greatest good and we get special satisfaction from being their partner as we work towards reaching their financial goals.

Foundation for Success

At The Legacy Group, Ltd., we believe that success is built on a foundation of solid, long-term relationships. Because value-added financial solutions aren't delivered in bulk, you will enjoy professional advice on a personalized, individual basis.

Fueled by progressive thinking and a synergistic team environment, The Legacy Group, Ltd. delivers uncompromising service through a high level of personal commitment and client-focused awareness.

State-of-the-art systems and support technology enhance our ability to provide clear, concise reports that keep you up to date on portfolio performance.

Newsletters and special reports provide additional information, insights and commentary on economic trends and broad market performance.

A Wealth of Resources

We are a part of the SEI Advisor Network. Operating in 12 countries with a worldwide staff of over 2,600, SEI processes almost $50 trillion of investment transactions annually. The Asset Management team manages over $239 billion, primarily in mutual funds, and SEI administers over $343 billion in mutual funds and pooled assets for its clients. SEI provides services to Financial Service Businesses like ours and helps over 5,700 financial planners look after more than 170,000 high-net-worth individuals (1.7 million end-investor accounts).

The Path of Greatest Good

At The Legacy Group Ltd., excellence is the drive to exceed client expectations. And, while each client's personal objectives and financial goals are as unique as the individual, our guiding mission remains the same: To preserve and strengthen your financial position in the years and decades to come.

Whether you are building assets for the future -- or seeking to protect, enjoy and pass on those you already have -- we can help you along the way.