With the increasing complexity of today's financial market, the need for a trusted advisor has never been greater. A financial professional who understands all that you and your family hope to accomplish. Someone who will help you plan for each goal. Someone who listens to your needs. Most importantly, someone who helps you stay on course through both the short and long term.

The mission of Legacy Oak Financial Services is to enable our clients to achieve their financial goals through objective planning and stewardship of their assets.

We hope you find this site valuable and useful. Our Calculators will help you determine your long term goals. Browse our Articles for knowledge of many relevant issues. Periodically review our Newsletters for timely information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has relationships with a variety of financial services companies, so if we do not have a product or service, we can provide you with a referral to a firm that does.

Securities offered through Sigma Financial Corporation. Member FINRA/SIPC.

Investment advisory products are offered through Sigma Planning Corporation.

Legacy Oak Financial Services is independent of Sigma Financial Corporation and SPC.