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We understand the unique challenges Kentucky business owners face and can support your financial planning needs from both a personal and business perspective.
At Legacy Wealth Management, we help Kentucky business owners bring together the personal and professional sides of their financial lives. From managing cash flow and optimizing tax strategies to selecting the right retirement plan for themselves and their employees, our team provides integrated advice that supports both business growth and personal wealth goals.
We also help owners plan for long-term needs like succession, estate planning, and retirement—offering clear, actionable guidance to make sure their hard work today builds a secure future for tomorrow.
Our investment management services begin with understanding your unique goals, time horizons, and risk tolerance. We prioritize your financial needs today while planning for a secure future, applying sound investment strategies and ongoing guidance to help you reach your goals. With our experience in retirement transition, tax planning, and wealth preservation we address every aspect of your wealth to create an integrated financial plan to give you clarity and confidence in your financial journey.
At Legacy Wealth Management, your experience is built on a foundation of trust, transparency, and thoughtful partnership. Our four-step process is designed to give you clarity and confidence in every financial decision, while our core values guide how we communicate, plan, and support your journey. From our first conversation to ongoing adjustments as your life evolves, we combine personalized guidance with proactive strategies—all centered around your unique goals.
Connor Brown is a driven entrepreneur and owner of a thriving handcrafted furniture manufacturing business based in Lexington, KY. With 14 employees and plans to expand his team by 10 more in the next few years, Connor is navigating the complex demands of both personal and business financial planning.
As his company grows, so do the responsibilities—from managing cash flow and optimizing tax strategies to ensuring the right retirement plan is in place for both himself and his employees.
Connor is forward-thinking and knows that now is the time to build a foundation for future success. He’s seeking a financial planning partner who can help him bring structure to both sides of his financial life—supporting smart growth today while preparing for the long-term goals of retirement and business succession.
Getting to Know Connor Brown
When Connor reached out to Legacy Wealth Management, he was in a dynamic stage of growth—both as a business owner and as an individual planning for the future. His handcrafted furniture business in Lexington, KY was thriving, and he was preparing to expand his team significantly. Connor wanted to ensure that his personal financial planning kept pace with his business success and that he was making smart, strategic decisions for both.
Creating a Personalized Plan
We began by conducting a comprehensive review of Connor’s financial life—assessing his business cash flow, evaluating his personal investments, and identifying areas where tax efficiency could be improved. We helped him implement a retirement plan structure that would benefit both himself and his employees, selecting options that would scale with his business and support retention. At the same time, we created a personal financial plan focused on building long-term wealth, with targeted savings and investment strategies aligned with his goals.
Implementing the Plan
As his business grew, we worked with Connor to streamline his financial systems and implement budgeting tools that gave him better visibility and control. We also introduced tax strategies to minimize his liability, including coordinating with his CPA on entity structure, deductions, and investment-related tax planning. Throughout the process, we kept Connor’s big picture in focus—making sure that the decisions he made today would set him up for retirement and succession down the line.
Monitoring Performance
Looking ahead, we’re helping Connor plan for the next phase of his journey, including succession planning and potential estate strategies. With a solid financial structure in place for both his business and personal life, Connor now has the clarity and confidence to lead his company forward—knowing his future is supported by a well-integrated plan.
*Names used in these examples are not real clients. Scenarios presented for illustrative purposes only and not based on actual events.
