Our Services

At True Legacy Capital, we start by helping you see your entire financial life clearly. Using Asset-Map, we create a simple, one-page snapshot of your financial world — giving both you and your advisor a powerful tool to spot opportunities, gaps, and next steps.

From there, we deepen the process using MoneyGuidePro, our goal-based planning software that helps organize your dreams into Needs, Wants, and Wishes — much like Maslow’s hierarchy of needs. Whether you're planning for retirement, buying a home, or simply striving for peace of mind, we help you build a strategy that aligns with your values and adapts as life evolves.

Our mission: To give you clarity, confidence, and the ability to sleep well at night knowing your financial life is in order.

At True Legacy Capital, legacy isn’t just part of our name — it’s at the heart of everything we do. As a multigenerational advisory firm, we understand that true wealth is about more than just numbers — it's about creating a lasting impact for your family and future generations.

 While we’re not estate planning attorneys, our team brings deep experience in estate settlement, trust strategy, and legacy planning. Backed by robust resources through Osaic, we help guide you through the complexities of preserving and transferring wealth.

 We encourage our clients to involve their loved ones in the planning process — because a meaningful legacy is built not only with smart strategy, but also through shared conversations, values, and trust that spans generations.

At True Legacy Capital, we view investing as a means to an end — a powerful tool to help you achieve your goals and build lasting financial freedom. Our approach blends personalized portfolio management with access to top-tier money managers and strategic use of annuities to support growth, generate retirement income, and provide downside protection.

We utilize a bucket strategy, recognizing that not all assets serve the same purpose. Some buckets are designed for near-term needs, others for long-term growth — all aligned to your unique plan.

And because smart investing goes hand-in-hand with smart tax planning, tax efficiency is baked into everything we do. Every decision is made with your total financial picture — and future — in mind.