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: | Businesses, Individual Investors |
Services |
| Investment Types: | Annuities, Insurance, Options & Futures, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At my office, Video Conference, Via email, Via phone, At your office, At your home |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compliance |
| Registered Investment Advisor: | Yes |
| I am an acknowledged fiduciary: | Yes |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
| Additional Details on Charges: | No account minimums |
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 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." Our team's 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.
| 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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