General Info

Live Intentionally. Plan Accordingly.Your legacy will not be defined solely on your ability to grow and preserve your financial assets. So, in addition to a focus on your money, we will also take the time to help you uncover family wealth who you are, what you know and what you hold dear.At Legacy Wealth Group, we believe that by having deep, meaningful conversations we can find that place where your money and your life intersect. We believe that place is where true financial planning happens. Therefore, our goal is to help you design and manage a strategy to grow and preserve your financial wealth, while also distributing family wealth and creating a meaningful, lasting legacy.As a client of Legacy Wealth Group, we want you to be part of our family and to benefit from our commitment to placing your best interests first. We pride ourselves in our ability to provide unbiased guidance, innovative strategies and personal service. Our pledge is to gain an understanding of your needs and carefully guide you along the path toward your financial success.Fred Ymker, CFP Wealth AdvisorKeith Schaefbauer, CFPWealth Advisor Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IA, IL, MN, MO, ND, NE, SD, WI