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Wealth Legacy Institute is a nationally recognized fee-only financial planning and independent wealth management firm committed to helping you live the life you imagine and leave the legacy you envision. We believe that long-term, collaborative, fiduciary relationships are key to your ultimate success. Our mission is to inspire and nurture the human spirit through unbiased advice that supports a healthy, fulfilling life — one person and one family at a time. Let’s start with you.
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I have the utmost faith and confidence in Wealth Legacy and the crew I deal with on a regular basis. We are with them for the long haul. Love them all!

Lynne B.

We had been working with a broker for over ten years before I realized this guy is just buying and selling stocks...We had no plan. WLI answered the question our broker could never answer, “When can my wife and I retire?” What took us so long!

Dave G.

I realize that this is a “fee for service” relationship, but I really believe that we are in this together to get through life with a sense of security and peace of mind. I think of them as extended family.

John J.

I love the new sense of security WLI gave me. I won’t say I never stress about money, but comparatively, it feels like never!

Peggy R.

Kim is a smart advisor and wonderful person. She even took the time to advise my husband on not taking a financial risk last year. She is bright, sincere and passionate. I feel very grateful to be one of her clients.

Renee C.

Before I met Wealth Legacy Institute, investments made me literally sick... that pit in my stomach that I didn’t know what I was doing. This was just one more thing I didn’t want to deal with.

Tammie C.

I feel very secure with the team and feel each and everyone is honest, smart and has my best interest in mind.

Maggi P.

Work with a fiduciary to ensure you're getting the best advice.

Our Process

Discover

Uncover your values, attitudes, goals, and aspirations that will begin to shape your master life-plan.

Design

Together, we'll create tailored strategies, tactics and tools to match your objectives.

Make Good

Set your plan in motion to achieve three possible goals: accumulation of wealth, security and independence, or a personal legacy.

Grow

Measure and evaluate performance against industry benchmarks and your unique goals – in person, or via video chat or phone each quarter.

Master your money

The first step to living the retirement lifestyle you dream of is planning. While many people know what they should do, their behavior doesn’t always align. Our guide offers you a blueprint: small, simple adjustments, that can make the difference between retiring comfortably or dying broke.

This Money Secrets ebook will help you:

  • Put money into its proper place
  • Save years of time by avoiding pitfalls
  • Learn the essential shortcuts to develop financial clarity and confidence
  • Play to win

Download this FREE guide and learn how to transform your financial life and enjoy the freedom and success you deserve.

Download the free Money Secrets eBook!