The Legacy Group, Ltd.

Providing custom-tailored Financial Planning advice and Wealth Management in Salem and the greater Willamette Valley
Open today until 5:00 PM
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Updates

Finance Home Costs:

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home makes you feel like a true grown-up.

While you’ve probably already figured out exactly how much home you can afford, w...

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Financial Designations:

Have you ever wondered exactly what those initials after a financial professional’s name mean? You’re definitely not alone. The easy way to tell is to visit the Financial Industry Regulatory Authority, which provides a list of professional designations and what they mean...

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Donation Details:

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

But what about the organization that...

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Start Fixing Your Credit Score Today:

Whether you like it or not, a good credit score is essential. Your credit score factors into everything from insurance rates, to whether you get the job you applied for. A good credit score is also needed to buy a house, obtain cell phone service, rent an ap...

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Financial Management Tips:

There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available.

Unfortunately, those apps and software programs can only...

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10 Ways to Save Money:

While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of surplus cash who will appreciate ways to cut back on monetary waste.

Here are just a few things you can do to save:...

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Guiding wealth toward its greatest good

We specialize in providing financial planning advice and wealth management tailored specifically for you. While we work with a diverse clientele including foundations and sudden wealth (divorce or inheritance), our focus is clients ages 45 - 65 that are investing for retirement and planning for retirement income. Our value is in helping you develop a financial map and providing support to guide you down the path of greatest good. We are here to help you through life’s pivotal moments; planning for college, divorce, retirement, job transition, and business succession. We will be there for you because these are not merely events in your life, but part of an ongoing process from which you can benefit, grow and thrive.  

The Legacy Group, Ltd. is a Fee-Only, independent Registered Investment Advisory Firm head-quartered in Salem, Oregon, serving clients throughout the Willamette Valley, Central Oregon and beyond. Our advisors are Certified Financial Planner™ professionals. Ray Sagner, CFP®, has been in practice since 1998, joined the firm in 2004 and is the current owner. Ron LeBlanc, CFP®, the firm’s founder, has been in practice since 1982 and recently retired. Take a step towards greater financial contentment and contact us today.

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  • (503) 581-6020

Address

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1193 Liberty Street Southeast Suite #100
Salem, OR 97302
United States

Business Hours

Mon:8:30 AM – 5:00 PM
Tue:8:30 AM – 5:00 PM
Wed:8:30 AM – 5:00 PM
Thu:8:30 AM – 5:00 PM
Fri:8:30 AM – 3:00 PM
Sat:Closed
Sun:Closed
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