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Legacy Financial Group

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Legacy Financial Group

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We inspire and empower you to create the life you want, on your terms. Whatever your financial

01/30/2026

🎉 Exciting News from Legacy Financial Group! 🎉

You may recognize Tony Gensler as a familiar face who’s been delivering exceptional service to our clients for over two years. We’re proud to announce that Tony has officially stepped into his next role as a Financial Advisor.

Tony is excited to continue serving our clients in this new capacity. If you’d like to work with Tony, please reach out to Legacy Financial Group at 515-255-3306 or to Tony directly at [email protected] to get on his schedule.

12/12/2025

Gifts were all wrapped and delivered to Big Brothers Big Sisters to bless a family this week. Thank you to all of our clients, team members, and our local Big Brothers Big Sisters organization for making a family’s Christmas a little brighter!

11/18/2025

We are currently experiencing issues with email delivery. If you have an urgent matter, please call the office at 515-255-3306

11/11/2025

To all our Military Veterans, thank you so much for your service!

09/18/2025

Your 401(k) deserves more than default settings.

Design it like a product: with your employees in mind. When you treat your plan with care and intention, it becomes a meaningful tool for retention, recruitment, and long-term impact.

Read the blog: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-design-your-plan-like-a-product

09/11/2025

Offering a 401(k) isn’t enough: education is everything.

If your team doesn’t understand the plan, they won’t value it. Empower your employees with the knowledge they need to make the most of their retirement benefit.

Full blog here: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-educate-on-it

09/04/2025

Want to attract and keep top talent? Your 401(k) might be the edge you’re overlooking.

A thoughtfully designed plan signals long-term commitment to your team’s future.

Discover how your retirement plan can be a powerful recruitment tool: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-top-talent

08/29/2025

Think your 401(k) is “set”? Think again.

Setting up a plan is just the starting line, not the finish line. Ongoing attention and updates are essential to meet your goals and stay compliant.

Learn why staying involved makes all the difference: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-starting-line-not-the-finish-line

08/28/2025

The 𝗢𝗻𝗲 𝗕𝗶𝗴 𝗕𝗲𝗮𝘂𝘁𝗶𝗳𝘂𝗹 𝗕𝗶𝗹𝗹 𝗔𝗰𝘁 touches nearly every taxpayer. Here’s what it could mean for you:

📉 Lower-income families and tipped workers benefit from new deductions
💼 Entrepreneurs gain with permanent QBI and expensing rules
🏛️ High-net-worth individuals can optimize estate plans
💸 SALT deduction cap relief for residents in high-tax states
⚠️ Projected $3–4 trillion increase in national deficit

If you'd like to understand the bigger picture, speak with the team at LFG Tax and Accounting: https://lfgtax.com/

08/26/2025

Outsourcing your 401(k) doesn’t mean offloading responsibility.

As a plan sponsor, you’re still on the hook, even with professional help. Learn how to protect your business and your people by owning your role.

Read the full post here: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-responsibility

Address

6000 Grand Avenue
Des Moines, IA
50312

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://lfgplanners.com/

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