Legacy Financial Solutions Inc.

Legacy Financial Solutions Inc. is an investment advisory and financial planning practice serving individuals, families, and business owners. Its work focuses on retirement preparation, investment portfolio guidance, and strategies for managing financial resources over time. The firm offers financial planning and portfolio management for individual clients, along with selection of other investment advisers when appropriate. Retirement discussions can cover savings arrangements, future income needs, and financial priorities as clients approach or enter retirement. Its services are distinct from those of a conventional CPA practice: the company is registered as an investment adviser rather than operating primarily as a tax preparation or bookkeeping firm.

Founder Stephen Mathieu holds the CFP, ChFC, CLU, and RHU designations. His experience includes teaching courses on tax, business, and estate planning. The business is affiliated with LFS Tax Group, which offers tax preparation services. Legacy also works with clients on estate planning and insurance considerations. Prospective clients can discuss advisory arrangements, fees, and how financial planning may coordinate with tax professionals.