Let's dive in, headfirst.
At Legacy Financial Services, Inc., we understand that your financial life is complex and multifaceted. Our mission is to help you achieve financial success and security by providing comprehensive financial planning services tailored to your unique needs and goals. Our experienced team, led by David W. Hinson, is dedicated to guiding you through the complexities of financial planning, wealth management, and investment strategies.
Our Services
Our comprehensive financial planning process includes a thorough analysis of your current financial situation, identification of your goals and objectives, and development of a personalized plan to help you achieve them. Our services include:
- Financial planning and wealth management
- Investment management and portfolio development
- Retirement planning and distribution strategies
- Estate planning and probate services
- Tax planning and preparation
- College planning and education funding
- Insurance planning and risk management
- Business planning and succession planning
We also offer a range of tools and resources to help you make informed financial decisions, including financial calculators, educational articles, and newsletters.
Our Qualifications
Our team is comprised of experienced professionals with advanced degrees and certifications, including the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Public Accountant (CPA), and Certified Long-Term Care (CLTC) designations. We are committed to staying up-to-date with the latest financial trends, laws, and regulations to provide you with the best possible guidance and support.
Our Location
Our office is located in Eugene, Oregon, and we serve clients throughout the Pacific Northwest region. We offer flexible meeting arrangements, including in-person, phone, and video conferencing, to accommodate your busy schedule.
Why Choose Legacy Financial Services?
At Legacy Financial Services, Inc., we are committed to helping you achieve financial success and security. We take a comprehensive and personalized approach to financial planning, taking into account your unique goals, needs, and circumstances. Our team is dedicated to providing exceptional service, guidance, and support to help you achieve your financial objectives.
Overall Experience
The reviews provided by Kelley Winchell and Jessica Bell are extremely positive, with both authors giving a perfect 5-star rating to David Hinson and his team.
Helpfulness and Guidance
Exceptional Customer Service: Both Kelley and Jessica mention that David and his team are extremely helpful and accommodating. Kelley specifically notes that they are always willing to make time to address questions and concerns, providing remarkable wisdom and guidance. Jessica simply states that the team is quite knowledgeable and helpful.
Financial Success
Growth and Excitement: Kelley is thrilled to have David and his team managing her investments, stating that they have been taking care of them to grow, which is exciting. This suggests that the team's guidance has been instrumental in her financial success.
Conclusion
Both reviews emphasize the exceptional customer service and guidance provided by David Hinson and his team. They are knowledgeable, helpful, and genuinely committed to their clients' financial well-being.
