Legacy Financial Group

Legacy Financial Group is a financial planner in South Valley, NM, located at 9400 Holly Ave NE Building 4, Albuquerque, NM. The firm provides professional assistance in investments, financial planning, estate planning, retirement planning, and insurance. Services include managing brokerage accounts, various types of IRAs such as Traditional, Roth, SEP, and Simple IRAs, as well as bonds, common stock, and government securities. The team also handles 401k and 403b planning, college funding plans, and money management strategies. Insurance offerings cover disability income, life insurance, long-term care, and individual and group health insurance.

The approach centers on a consultative process that begins by understanding client goals and adjusting plans as life circumstances change. This philosophy is rooted in loyalty and trust, aiming to support individuals from first-time investors to those securing stability for retirement. The firm focuses on proactive financial strategies designed to manage investments, preserve savings, provide predictable lifetime income, and minimize tax burdens. A key aspect of the service is holistic guidance based on planning and advice rather than product sales, ensuring that client needs remain the primary focus.

Erin G. Willis, the Founder and CEO, has provided this holistic guidance for over 20 years. She started the business in 1997 with a client-centric approach to planning and guidance. Doug Potash, Vice President and Wealth Advisor, holds the Chartered Retirement Planning Counselor designation and has completed FINRA Series 7 and Series 66 exams. His expertise lies in retirement planning for married and domestic couples, and he emphasizes close, continual client contact. The team also includes Luke Krmpotich, Camille Johnson, and Kara Willis, who contribute to the firm's investment and financial planning services.

The business holds a rating of 5.00. This positive rating reflects the satisfaction of the customers who have reviewed the firm. The team’s long-standing focus on personalized financial strategies and client-centric advice distinguishes Legacy Financial Group in the South Valley, NM area.