Empowering You to Understand and Control Your Financial Affairs
Welcome to Legacy Investments & Insurance Services, Inc., now proudly a part of Feucht Financial Group, LLC. We are an advisory firm based in Sun Prairie, Wisconsin, dedicated to providing excellent service, deep expertise, and creating an environment that our clients and associates are proud to be a part of.
On December 1, 2023, Legacy Investments & Insurance Services, Inc. joined Feucht Financial Group, LLC, a family-owned and veteran-operated firm with a shared commitment to offering unparalleled and personalized financial services. Our entire Legacy Investments & Insurance Services, Inc. team, including Homer, is excited to continue serving our clients from our Sun Prairie office under the Feucht Financial Group, LLC banner. You can reach us directly at (608) 318-2633.
Our Services
At Feucht Financial Group, LLC, we are committed to providing an independent perspective tailored to your financial goals and objectives. We specialize in investment and retirement planning with a focus on tax savings. By linking investments and wealth management with tax planning and preparation, we empower our clients to achieve their financial aspirations. Our mission is to help our clients fully understand their financial affairs, providing them comfort and confidence in their financial future.
We offer a comprehensive range of services designed to complement the unique needs of our clients:
- Investment management: Our team constructs portfolios and strategies based on the personalized financial plans of each client. We focus on growth, income, or a balance of both based on each individual's goals.
- Wealth management: Our goal is to provide tailored, comprehensive wealth management services that focus on protecting and growing your assets while preserving capital and minimizing taxes.
- Retirement planning: Our expert advisors help clients create a comprehensive retirement plan based on their financial objectives and risk tolerance, incorporating tax efficiency strategies for a fulfilling retirement.
- Tax planning and preparation: We help you manage your financial life by integrating tax planning with investment and retirement planning, allowing for substantial tax savings over the long term.
Why Choose Us
Our business model is focused on offering an array of independent services and providing customized strategies that cater to each client's specific financial needs. We always offer a one-hour complimentary meeting to determine if our services match your needs. Additionally, we provide access to a broad network of professionals, including tax planning specialists, attorneys, and insurance providers to enhance your financial experience.
At Feucht Financial Group, LLC, we pride ourselves on:
- Our independence: We are committed to providing unbiased advice, customized to meet each client's financial needs and goals.
- Our experience: Our team of seasoned financial advisors has decades of experience in the financial services industry.
- Our commitment: We strive to build long-term relationships with our clients, helping them navigate significant life milestones and financial decisions.
Expert Investment Guidance
Many reviewers praise Homer for his exceptional investment guidance and professionalism. Homer's expertise was initially discovered through Dave Ramsey's endorsement providers, and his clients have consistently benefited from his services. One reviewer, Daniel Cross, noted that Homer's guidance helped his wife achieve impressive investment returns on her 401(k) rollover. Another reviewer, Kimberly Suskey, appreciated Homer's ability to explain complex investing concepts in a clear, easy-to-understand manner, making him a valuable resource for those new to investing.
Rolling Over 401(k)s
Homer's clients appreciate his expertise in rolling over their 401(k)s. Daniel Cross credited Homer with helping him navigate the process smoothly, as his wife and he rolled over their 401(k)s with positive results. Kimberly Suskey also used Homer's services to roll over her former employer's 401(k), reporting a significant gain of over 18% in less than a year.
Dave Ramsey Endorsement
The Dave Ramsey endorsement is a significant factor for many reviewers. Homer is an approved provider through Dave Ramsey's investment partner program, which lends credibility to his services. Daniel Cross explicitly mentioned Dave Ramsey's endorsement as a factor in his decision to use Homer's services, while Kimberly Suskey also appreciated the importance of this endorsement.
