wiseradvisor

Brian Hood, CFP
Legacy Financial Group

Tel: (515) 255-3306
6000 Grand Ave
Des Moines, IA 50312

"Create the Life that you want, on your terms"

Legacy Financial Group | Financial Advisor in Des Moines ,IA


About Legacy Financial Group

OUR PHILOSOPHY

"We inspire people to create the life they want, on their terms."

Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that their financial future is healthy. Education is the backbone of our practice, and we take pride in helping people learn in an easy to understand and lasting way. We are dedicated to ensuring an exceptional customer experience, which has been proven by the trust our clients have placed in us through the business and referrals they have given. Our Legacy family looks forward to serving your needs today!

Our desire is to inspire people to create the life they want on their terms. This is what motivates us to do what we do. As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy. Our integrative approach enables us to work with our clients and for our clients. Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives. Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.


General Information

No.of Employees:   20-49
States Licensed in:   IA, IL, IN, MN, WI, AZ, NV, PA, TX
Number of Years with Current Firm:   15
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Alternative Investments , Mutual Funds , Options & Futures , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Bonds , Stocks , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home , Video Conference


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   25,000
Compensation Methods:   Based on Assets
Additional Details on Charges:   No account minimums



Faqs

  • What are your qualifications? What is your education background? Those with the CFP® (Certified Financial Planner) designation have demonstrated competency in all areas of finance related to financial planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning standards.
  • What is your approach to financial planning? Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that their financial future is healthy. Education is the backbone of our practice, and we take pride in helping people learn in an easy to understand and lasting way. We are dedicated to ensuring an exceptional customer experience, which has been proven by the trust our clients have placed in us through the business and referrals they have given.
  • What services do you offer? Full Service Financial Planning, retirement planning and Investment advice
  • Will you be the only person working with me? We prefer to take a team approach for our clients. This means that someone is always available to you regardless of vacations sick days or someone on our staff spending time with their children.
  • How are you compensated? How will I pay for your services? There are no charges or fees for your initial consultation. If we choose to work together, Legacy charges fee based planning that we will share with you before any commitments.
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Disclaimer

Legacy Financial Group, LLC. is an SEC registered investment adviser whose principal office is located in Iowa. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. " All clients are advised that it remains their responsibility to advise their financial adviser or Legacy Financial Group of any changes in their investment objectives and/or financial situation. " This website is a publication of Legacy Financial Group, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional adviser should be consulted before any investment decisions are made. " Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. " Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. " Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto. " Information on this website is directed toward U.S. residents only. Legacy Financial Group, LLC is registered as an investment adviser with the SEC. Legacy only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.

Brian Hood, CFP

Brian Hood, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Brian J. Hood is the Founder and Principal of Legacy Financial Group. He has worked extensively in the field of financial planning and investment management.

A dedicated financial professional since 1988, Brian speaks of his work with enthusiasm: "What we offer at Legacy is an organized process built around your financial goals." The objective is to help you work toward your goals through proper management of your cash flow, taxes, investment, and insurance.

As independent financial consultants, we take great pride in our independence when it comes to investment selection and investment philosophy. We truly work for our clients.

Brian is a noted speaker and is routinely invited to conduct education workshops for major employers and their employees throughout Iowa.

For relaxation, Brian enjoys spending time with his family and participating in many outdoor activities. He resides just outside the greater Des Moines area with his wife, Kim, and daughters, Beth, Grace, and Emma.

My Team

Scott Nelson
Scott Nelson Financial Advisor
Through his own journey of wealth accumulation and financial planning, Scott discovered a passion to educate and serve others in achieving their financial goals. Scott joined Legacy Financial Group in 2016, and quickly became an integral part of our team. In addition to serving clients, Scott enjoys delivering Legacys Financial Wellness Educational Programs to local employers.

Scott Arnburg
Scott Arnburg
Scott joined Legacy Financial Group in 2010 after serving as a Registered Representative with ING. He has a strong belief in using the power of financial planning to define your stepping stones to long-term financial success. Your comfort and confidence are important to him. Scott is a former Board member and remains very active with the Dragoon Trail Chapter of the Izaak Walton League (Ankeny Ikes). He also serves as the Iowa Section Coordinator of the United States Practical Shoot ...more

Communities Served

Adel Alleman
Altoona Ankeny
Berwick Bevington
Bondurant Booneville
Bouton Cambridge
Carlisle Clive
Colfax Cumming
Dallas Center De Soto
Des Moines Elkhart
Granger Grimes
Hartford Huxley
Indianola Johnston
Kelley Martensdale
Maxwell Milo
Minburn Mingo
Mitchellville Norwalk
Patterson Polk City
Prairie City Prole
Runnells Saint Charles
Saint Marys Sheldahl
Slater Urbandale
Van Meter Waukee
Winterset Woodward
Central Iowa

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