(734) 669-2800 Client Access

Get in Touch

Who We Serve

Already in Retirement Approaching Retirement Small Business Owners Families

Our Approach Our Team How We Meet About Contact Get in Touch

We'd Love to Hear From You

Call us or send a message — we typically respond within one business day.

Get in Touch

Let's Start a Conversation

Whether you're an existing client or just exploring how we can help, we'd love to hear from you.

4420 Jackson Road, Suite 101
Ann Arbor, MI 48103

(734) 669-2800

Send Us a Message

Leave this blank

Name Please enter your name.

Email Please enter a valid email address.

Phone Number

Notes (optional)

I'm an existing Legacy Financial client

Fields marked * are required. Please do not include account numbers, passwords, trade instructions, or other sensitive information in this form.

Just a couple quick questions

Help us make our first conversation as useful as possible. All optional — skip any you'd rather not answer.

Approximate investable assets

Under $250K

$250K – $500K

$500K – $1M

$1M – $2.5M

$2.5M+

Prefer not to say

Where are you in your financial journey?

Already retired

Retiring within 5 years

Mid-career, building wealth

Early career, aggressive saver

Small business owner

Inheritance / Sudden wealth

What's your biggest financial priority?

Growing my savings

Retirement & tax planning

Business & succession

Estate & legacy

Just exploring

Do you currently work with a financial advisor?

No — looking for my first

Yes — considering a change

Yes — second opinion

When are you hoping to get started?

As soon as possible

Within 6 months

Just exploring

Visit Us

Our Office

Legacy Financial

4420 Jackson Road, Suite 101
Ann Arbor, MI 48103
(734) 669-2800

Send Us a Message

A team approach to financial planning, providing broader expertise to help you build an abundant future.

4420 Jackson Road, Suite 101
Ann Arbor, MI 48103
(734) 669-2800

FINRA SIPC Broker Check

Company

About Us
Our Team
Our Approach
How We Meet
Contact

Who We Serve

Already in Retirement
Approaching Retirement
Small Business Owners
Families

Client Resources

Client Access
Contact Us
Broker Check

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Legacy Financial Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.

Raymond James Legal Disclosures (including Form CRS) Privacy Notice Terms of Use