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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
What can be learned from the savings rate?
Purchasing homeowners insurance is critical for protecting your home.
Bonds may outperform stocks one year only to have stocks rebound the next.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How long does a $20 bill last?
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
Would you guess that Millennials are effectively saving for retirement? Well, they are.