We have partnered with Birmingham-based RFG Advisory Group for 1-1 advice to help you plan your future.
We take a personalized approach to individual wealth management, retirement planning, and business owner and executive strategies—it’s tailor-made for you.
Meet Clay Aho, RFG Advisory Group Financial Advisor dedicated to serving Legacy Credit Union members.
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,
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.