Striving to fulfill the highest professional and ethical standards by consistently acting in our client’s best interest.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
One of the things that makes us more effective as financial advisors is our independence.Learn More
Understanding Today's Financial Environment
Welcome, we are Legacy Capital LLC, a financial organization in Forest Lake, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
How Income Taxes Work
A quick look at how federal income taxes work.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
When considering life insurance, it's important to understand your options.
Purchasing homeowners insurance is critical for protecting your home.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Can you keep up with your children’s mobile slang?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Taking your Social Security benefits at the right time may help maximize your benefit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.