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.
I We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Legacy Oak Financial Services is a full-service financial services firm committed to helping people achieve their financial goals. We offer a diverse array of quality products and services tailored to the sophisticated client's business and personal insurance and financial needs.We endeavor to build strong relationships with our clients where we both know and understand your unique financial situation so that we may help you reach your personal financial goals.
Since 1994, Ray has been involved in the Financial Services Industry as a Sales Associate, Sales Manager, Regional Trainer and Regional Case Design Specialist. Through these roles he has been involved in working with hundreds of advisors and a broad range of clients. This background has afforded him a unique mix of knowledge and experience that he now offers to his clients. His focus is on building a strong relationship and helping them to build a strategy to obtain their personal financial goals and ultimately financial independence.
Ray believes there is always room for professional growth and continues to surround himself with a network of knowledgeable specialists thru his involvement in professional organizations.
Securities offered through Sigma Financial Corporation, a registered broker/dealer. Member FINRA & SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Legacy Oak Financial Services is independent of Sigma Financial Corporation and Sigma Planning Corporation.