General Info

Legacy One Wealth Strategies is a financial planning company that helps clients in the Dallas area achieve their financial goals. The company offers a wide range of services, including portfolio management, retirement planning, risk management, estate planning, life insurance, and more. Legacy One Wealth Strategies believes that financial planning is about more than just investing your money. It's about creating a plan for your future that will help you achieve your goals. The company takes the time to understand your individual needs and goals, and then they work with you to develop a personalized financial plan that will help you reach them.