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 Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.