PLANNING FOR FINANCIAL SUCCESS
As an independent advisory firm, we focus our efforts on creating individualized financial strategies based on your goals and objectives – not ones dictated by large financial institutions. By working for you, our purpose is to help you prosper and reap more of what you’ve worked so hard for. This is what the wheat in our logo represents and what we strive for our clients.
OUR MISSION
To improve the lives of the people we work with by helping them make smart financial decisions. We do this by following a specific process in how we work with our clients and make planning and education a focal point in our process. Our belief is that those that have a plan will achieve better results than those who don't. Each of our clients have a written plan outlining what they want to accomplish with their money, a strategy to get there, and a clear vision of where they are headed.
PRACTICE
AREAS
RETIREMENT PLANNING
Coordinating resources to provide the lifestyle you want at and through retirement
INVESTMENT PLANNING
Based on time-tested, Nobel-prize winning academic research
TAX PLANNING
Don't pay more than you legally have to. Control your monthly cash flow.*
EDUCATION PLANNING
Find the most efficient ways to provide quality education
INSURANCE PLANNING
Protecting your family from the loss of your greatest asset, your income.
*Tax Disclosure:
Information provided should not be considered as tax advice from GWN Securities, Inc. or its representatives. Please consult with your tax professional.
ABOUT
AARON HOLDER, CFP®
My name is Aaron Holder and I have been in the financial services since 2008. I am a graduate of the University of Texas at San Antonio and a CERTIFIED FINANCIAL PLANNER™ practioner through the Certified Financial Planner Board of Standards Inc. I obtained this industry gold standard designation because of my committment to continuing education and academic approaches to financial advice in order to serve my clients to the best of my ability. Nothing brings me more joy than my two sons, Carter and Isaac, and sharing them with my wife Samantha.
CONTACT
LEGACY
OUR ADDRESS
18302 REDWOOD PATH San Antonio, TX 78259
Email: aaron@legacyris.com
Tel: 512-940-2165
Fax: 210-519-3040
For any general inquiries, please fill in the following contact form:
