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Your Future. Your Legacy. Our Experience.

Welcome, we’re Legacy Financial, a comprehensive financial planning team in Woodburn, Oregon. Over the last 40 years of being in business, we’ve seen the unique challenges individuals face as they prepare for retirement. Our comprehensive approach aims to take the mystery out of preparing for today and tomorrow in a caring and sincere environment. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals.

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Beginning Our Process
Let’s Get Started On
Planning Your Future

1

Discover Your Goals

Our first step is to identify your financial goals and current situation.

2

Build Your Custom Plan

We develop a comprehensive financial strategy that addresses your goals.

3

Monitor and Adjust

Once the plan is in place, we focus on allocating your resources effectively.


High Net Worth Individuals

Smart, personalized strategies designed with the goal of helping your wealth do more—preserve capital, combat inflation, and grow steadily through market cycles. We help you plan with purpose—through tax-efficient structures, charitable giving, and multi-generational wealth transfer strategies.


Trades and Agriculture

Investing seeks to expand your financial reach—whether it’s reinvesting in equipment, acquiring land, or accessing broader markets through strategic portfolios. Strive to secure your family’s future with tax-smart planning and investment strategies that seek to preserve wealth across generations.


Generational Families

Strategic investing aims to protect and grow assets, ensuring your family's hard-earned wealth stands the test of time. Well-managed investments strive to provide steady income, fund education, support new ventures, and prepare future generations for success.

Advisors for Generations. Partners for Life.

An experienced team here to offer you ongoing guidance.

A Full-service Practice

Comprehensive services from an independent team

Simplifying The Complex

Smart investing doesn't have to be complicated investing.

Retirement & Income Planning Specialists


Tailored To You

Customized financial strategies aligned with your unique needs.

Process
Plan for Retirement with Confidence


Portfolio Management


We create personalized investment strategies that  strive to balance growth and risk through diversified portfolios tailored to your goals. With ongoing monitoring and transparent reporting, our goal is ensuring your wealth stays on track and adapts to changing markets.

Financial Planning


We work closely with you to create a comprehensive financial plan that aligns with your goals, covering budgeting, saving, investing, and risk management. Our proactive approach helps you navigate life’s changes while stiveing to build and protect your financial future.

Goal-Based Planning


We structure your financial strategy around clearly defined objectives, such as wealth accumulation, education funding, or retirement. This disciplined approach strives to ensure that your investment decisions are aligned with your long-term aspirations, providing a clear and purposeful pathway towards achieving your financial goals.

Find Solutions Tailored for You

Who We Are
We Are Here for You at Every Turn

Our team has many years of experience developing a trustworthy and integrity- based environment to help guide client decisions to address your changing needs for all stages of life.

Discover Who We Are

Contact Us
Get In Touch Here!

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