Legacy Point Financial®

Brookings, South Dakota

5.0
Call (605) 627-1085 Visit website →

About

Legacy Point Financial is an independent wealth management firm in Brookings, South Dakota that coordinates investment management, retirement planning, tax planning, and estate planning into a unified strategy centered on a personalized analysis called the BluePrint Analysis™. The firm's BluePrint Process™ guides clients through initial planning, ongoing management across investment oversight, tax review, estate planning, and business planning, with annual updates designed to align with changes in clients' circumstances and market conditions. The firm works primarily with clients whose financial situations involve complexity and who seek integrated guidance rather than standalone portfolio management.

Specialties

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No
0 selected
Compare →