At Strategic Legacy Advisors, Inc. we understand you have
worked hard to achieve
success and we want to
help you make your life's work meaningful. We are seeking
clients, who
like us,
Love
their family and
children
Possess
a strong sense of
values
Have
worked hard to achieve
success
Appreciate
the success they
have achieved this
far
Practice
good stewardship
If you fit our profile
and you are seeking financial
advice and leadership,
consider Strategic Legacy
Advisors, Inc., which
was formed for the purpose
of formalizing our financial
advisory process. This
allows our planning and
advisory to be "driven" by
strategies and concepts
rather than by the sale
of a product. Let us
enhance your financial
future through the legacy
advisor method.
At Strategic Legacy
Advisors, Inc. we strive
to continually expand
our
knowledge by holding
memberships in nationally
renown
financial study
groups including The
Summit Study Group and
The
Pinnacle Group. Our
active participation
in these groups allows
us to share a broad diversity
of resources, perspectives
and backgrounds to achieve
a higher level
of personal growth and
professional development
for our community of
clients.
M. A. "Mike" Owens
CLU, ChFC,
RFC
President -
Strategic Legacy
Advisors, Inc.
Mike has
enjoyed
an impressive
25-plus
years in
the financial
services
industry.
He is co-founder
and serves
as the
President
of Strategic
Legacy Advisors,
Inc. His
client-centered perspective
on financial
services
permeates
all levels
of his organization. "Our
success
is and
has been
directly
related
to our
sincere
interest
in the
financial
well-being
of all
our clients." We
expect
to bring
a tremendous
amount
of leadership
and creativity
to the
relationship,
and to
develop
a lasting
partnership
and friendship.
Dwain L. Owens CLU, ChFC,
RFC
Executive Vice-President
Strategic Legacy
Advisors, Inc.
Dwain
started
in the
financial
service
industry
in 1984
with a
firm based
in Kearney,
Nebraska.
Since that
time, experience
and continual
education
has given
Dwain a
growth
pattern
enviable
in the
industry.
Currently,
Dwain lives
in Columbus
and is
the operations
manager
of our
offices
located
in Columbus,
Norfolk,
York, and
Albion,
Nebraska.
Dwain continues
to increase
his very
select
pool of
individual
estate
planning
and money
management
clients.
His clients
hold the
most interest
in the
long-term
relationship
and family
values
that Dwain
provides.
Royce T. Ruth,
RFC
Executive Vice-President
Strategic
Legacy Advisors,
Inc.
Royce
started
in the
financial
services
industry
in 1993.
He is currently
a managing
partner
for
Strategic
Legacy
Advisors,
Inc. Royce
specializes
in creative estate
and wealth
transfer
techniques,
retirement
income,
tax strategies,
and asset
management.
Royce has
continued
his professional
growth
by attending
several
symposiums
dealing
with lifetime
economic
principles.
Royce is
committed
to helping
people
understand "value
based legacy
planning." He
is convinced
that more
people
can understand
that legacy
planning
is not
just for
the wealthy
and elite.
Strategic Legacy Advisors, Inc. works to not only ensure your
financial success
today, but also
plans for the future
to maximize your
results both today
and tomorrow.
5970 S. 72nd
Omaha, NE 38127
Phone: (402) 697-5599
Securities offered through Girard Securities, Inc. located at 9560 Waples St, Suite B, San Diego, CA 92121. Girard Securities, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities
Investor Protection Corporation (SIPC). The Strategic Legacy Advisor's Inc. web site, links to or
from this web site, and content contained within this web site should
not be construed by any consumer and/or prospective client as Strategic Legacy Advisor's, Inc. solicitation to effect, or attempt
to effect transactions in securities, or the rendering of personalized
investment advice for compensation over the Internet. Girard Securities, Inc. and Strategic Legacy Advisors are not affiliated.
Love
their family and
children
