Wealth Management

We have partnered with Birmingham-based RFG Advisory Group for 1-1 advice to help you plan your future.

RFG Advisory Group

We take a personalized approach to individual wealth management, retirement planning, and business owner and executive strategies—it’s tailor-made for you.

Your Wealth Advisor

Meet Clay Aho, RFG Advisory Group Financial Advisor dedicated to serving Legacy Credit Union members.

Investing

Work 1-1 with RFG Advisory Group to construct an investment portfolio customized to meet your needs – retirement income, education, wealth transfer, taxes. What’s important to you,

Financial Planning

The right financial plan seeks to help you make the most of your money. Just a few hours of planning today may make life brighter in the future.