Why Choose Us
25
Years of Firm History
Decades of Financial Wisdom Ready
3
Three C’s of Financial Wellness
Competence, Continuity & Convenience
Planning Your Future
1
Financial Planning
Our financial planning services empower you to pursue your goals with clarity and confidence.
We craft customized strategies that align with your individual circumstances, helping you make well-informed choices about your finances.
From preparing for retirement to
building savings for a home or
optimizing investments, our dedicated team supports you at every stage of
your journey.
Let us help you build a secure financial future today.
2
Wealth Management
At Legacy Oak Financial, our Wealth Management services are designed
to help you achieve your financial goals with confidence.
We offer personalized strategies tailored to your unique needs and align your investments with your
long-term objectives.
Our experienced advisors are
here to guide you every step of your financial journey, providing expert insights and support.
Let us help you build and protect
your wealth for a prosperous future.
3
Retirement Planning
Our Retirement Planning services are designed to help you build a secure financial future.
We offer personalized strategies and expert guidance to navigate the complexities of retirement planning, ensuring you can enjoy your golden years with peace of mind.
Our team is dedicated to understanding your unique goals and needs, providing you with tailored solutions that align with your vision
for retirement.
Let us help you take the right steps today for a brighter tomorrow.
For over 25 years, Legacy Oak Financial has proudly served the Georgetown, Round Rock, and Austin metropolitan areas.
Originally founded by Raymond Barron, Legacy Oak Financial was built on the deep Texas roots of the Barron family, whose legacy is evident in communities across the state.
Clint Potts and Raymond Barron formed a professional partnership to help clients develop and preserve their own legacies. Many of their conversations included Baylor vs. Texas Tech, and maybe a friendly lunch wager on the annual game. Their shared philosophy centered on putting clients’ needs first, and they worked in alignment to provide personalized, values-based guidance.
Everyone reaches retirement eventually. Raymond made the choice to enjoy his retirement with Beth and the dogs. To spend more time traveling and spoiling the grandchildren.
One of the greatest legacies of Ray's passion and dedication during his time with Rotary was the creation of the Field of Honor in Georgetown.
Field of Honor
Hosted by THE ROTARY CLUB OF GEORGETOWN TX FOUNDATION, the Field of Honor® is a dramatic,
emotion-filled week-long event displaying of up to 2,000+ full-size dedicated, 3′ x 5′ US flags, that celebrate, honor and benefit past and present military and first responders.
Each flag is available for purchase and dedication in honor
of a veteran, active or reserve duty military, first responders, K9 Units, and Equestrian heroes! Flags can also be designated as “Adopt a Hero” for which you choose the branch or service. Those flags are given to the designated leadership to award to their teams at their discretion. It is FREE to visit the Field of Honor® that is open to all 24/7 throughout the week of the event.
Ceremonies, activities, and displays take place from November 8 to 14. and the second weekend is dedicated to flag pick-up.