Our Firm

Legacy Financial Services, Inc. was founded in 2003 by David W. Hinson. This company offers comprehensive financial planning and wealth management for individuals with significant assets and/or complex financial needs as well as serving the needs of small businesses and the small investor. 
    
We are a company committed to providing a lifetime of service to our clients. We listen to our clients’ financial objectives, concerns, and goals, and then provide them with products and services designed to help meet those goals.
    
Our job is to assist you in assessing your goals and needs, but also to identify areas of risk you may not have considered.
 
  • Can I afford to retire?
  • Who pays gift taxes?
  • Do I need a living will?
  • Do I need life insurance?
  • Am I paying too much in taxes?
  • When is a trust advantageous?
  • How can I minimize estate taxes?
  • How will estate taxes affect my family?
  • Are my investment returns appropriate?
  • What will happen to me if my spouse dies?
  • Can I afford to send my children to college?
  • Should I consider long-term care insurance?
  • Are my investments right for my level of risk?
  • What is probate and why do I want to avoid it?
  • What is the right retirement plan for my business?
  • Am I making the right financial decisions for my parents?