Strategic Legacy Advisors, Inc.



875 S. 48th St.
Lincoln, NE 68510


(402) 434-2442


(402) 434-2450

Our Process

Strategic Legacy Advisors, Inc. - The Legacy Advisor Method

At Strategic Legacy Advisors Inc., rather than trying to make a product fit your financial strategies, we first assess your goals and expectations and then develop a plan that best meets these objectives. By following our legacy advisor method we are able to better understand you to devise your unique personal plan.

  1. The Legacy Advisor Method - We explain who we are, how we work, what we do, and the tremendous value proposition we expect to bring to each relationship.
  2. The Discovery of Values Process - We gather, share, and discover insights about your dreams and goals and assess your current situation to try to determine how to best help you.
  3. The Legacy Advisor Strategy - As a result of our in-depth research and diagnostic planning, we meet to customize and refine our Family Legacy Coach Strategy.
  4. The Unique Legacy Solution - We present a set of finalized Family Legacy Coach System recommendations.
  5. The Legacy Network Approach - We work with other key advisors, professionals and family members to implement and communicate the plan to ensure completion and understanding.
  6. My Unique Legacy Model - This is an evolutionary process that looks to the future where we carefully monitor the results.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck