Already in Retirement
You've done the hard work. Now it's about making your money last, managing taxes and RMDs, and protecting what you've built for the people you love.
Protect what you've built
Thoughtful Planning
for an Abundant Future
Ann Arbor, MI · In-Person & Virtual
We offer a team approach to financial planning — bringing a broader scope of expertise than you'll find in any single advisor, all focused on your unique circumstances.
Financial Planning for Every Chapter
We tailor our approach to your unique circumstances — whether you're building a business, growing a family, or planning your next chapter.
Approaching Retirement
Navigate the transition into retirement with clarity. We help answer the four questions keeping future retirees up at night — so you can retire with confidence.
Retire on your terms
Small Business Owners
Creating clarity in your personal and business finances. From retirement plans to succession planning, we help small and mid-size business owners build lasting financial health.
Align your business and personal wealth
Families
From college planning to estate planning, we help families build financial habits across generations — covering everything from first investments to legacy preservation.
Secure your family's financial future
Our Approach
Your Goals. Our Expertise. A Plan That's Yours.
Team-Based Planning
You benefit from a full team of specialists rather than a single advisor — giving you broader expertise and uninterrupted continuity.
Personalized Strategy
We start by understanding your unique circumstances, then build a distinctive plan designed around your life — not a generic template.
Comprehensive Services
From retirement income and college planning to estate planning and small business retirement plans — we cover the complete financial picture.
Meet Legacy Financial
A team built around you — watch to hear from the people behind the plan.
People Who Put You First
Our team brings together decades of experience across financial planning, retirement, estate planning, and small business strategy.
Bruce Dunbar
Founder & Financial Advisor
Mark Dunbar
Partner, Financial Advisor
MBA, AAMS™
Caroline Andrews
Partner, Financial Advisor
AAMS™
Brent Martin
Financial Advisor
MBA, AAMS®