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Legacy Wealth Management is proud to serve the Georgetown, KY community, home to a growing number of families, professionals, and retirees. As the site of Toyota’s largest manufacturing facility in the world, Georgetown is known for its strong workforce and deep-rooted values of hard work and innovation.
We’re honored to work with Toyota employees and local business owners who are building strong financial futures for themselves and their families.
We are dedicated to making a profoundly positive difference in the lives of our clients in Georgetown, by providing guidance, clarity, and support throughout every stage of their financial journey. Whether you’re planning for retirement, navigating a career in manufacturing, or growing a family-owned business, we’re here to support your goals with financial guidance tailored to life in Georgetown.
At Legacy Wealth we realize that every client is different but they, and we, share a commitment to the values of hard work, integrity, and uncompromising quality. We help our clients work toward financial independence and help them secure their life’s aspirations through our personalized approach to financial planning, wealth accumulation and preservation.
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We understand the unique challenges business owners face and can support your financial planning needs from both a personal and business perspective.
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