Legacy Financial Partners

06/02/2026

Our Cody office has moved to a new location, and we look forward to seeing you there!

06/01/2026

Please join us in welcoming Gracyn Brennan to the Legacy Financial Partners team as our Digital and Creative Marketing Specialist!

We’re excited to have Gracyn on board and look forward to the creativity and energy she brings to our marketing efforts.

Welcome to the team, Gracyn!

05/29/2026

Saving for education starts with the right information.

Wondering how 529 plans work and if they fit your goals? Get the answers to common questions and start planning with confidence.
Read more: https://bit.ly/3RUuuXP

05/27/2026

Caregiving often comes with moments no one prepares you for. Through every change and challenge, having the right support and guidance can make all the difference.

Join us for a thoughtful conversation on practical caregiving strategies and planning for what’s ahead.

RSVP: https://bit.ly/4f6gsfo

05/25/2026

Today we remember. Today we honor.

05/22/2026

“Retirement should feel like freedom—not worry.”

Paul shares how working with Jon Pochop and the Legacy Financial Partners team gave him more confidence and peace of mind during uncertain economic times. From planning for healthcare to achieving lifelong goals, it’s about turning values into action.

#8223104

05/20/2026

Most executives don’t realize how concentrated they actually are.

Salary, bonus, and RSUs are often all tied to the same company, which means your income and your net worth are exposed to the same risk. It feels fine when things are going well, but it creates a level of dependency that usually isn’t intentional.

This is where a bit more structure helps. Reviewing your exposure, setting a plan around RSU sales as they vest, and gradually diversifying over time can reduce that risk without overreacting. It’s less about making a big move and more about making sure your overall plan isn’t built around a single outcome.

https://bit.ly/3Piqr6W

05/18/2026

We’re honored to share that Legacy Financial Partners has been named to Barron’s Top 250 Private Wealth Management Teams list for 2026.

This recognition reflects the dedication of our advisors and team members who are committed to delivering thoughtful guidance and personalized strategies for every client we serve.

Most importantly, it’s a testament to the trust our clients place in us each day. Thank you for allowing us to be part of your financial journey.

Here’s to continuing to grow with intention.

https://bit.ly/42HBVUA

05/16/2026

4 months in. Quick pulse check - how are you actually doing?

05/15/2026

We’re growing and looking to add a Client Service Specialist to our Brookings, SD office.

If you’re organized, detail-oriented, and passionate about helping others, this could be a great fit. You’ll play a key role in supporting our advisors and delivering an exceptional experience for our clients.

Know someone who would be a great addition to our team or interested yourself? Learn more and apply today: https://bit.ly/438ow83

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