Legacy FInancial PNW

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Legacy FInancial PNW Informative yet relaxed page to make investing and finance a less scary and more approachable.

Happy Legacy anniversary, Anna! ⁣⁣She keeps us raising the bar on our client experience, is the person we all turn to wh...
10/26/2026

Happy Legacy anniversary, Anna! ⁣
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She keeps us raising the bar on our client experience, is the person we all turn to when a problem gets complicated, and still manages to balance her three kids and our crazy team with a lot of grace. ⁣
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Thank you, Anna, for everything you do for our clients and for all of us. ⁣
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Most people don't put off financial planning because they don't care. They put it off because they aren't sure where to ...
10/21/2026

Most people don't put off financial planning because they don't care. They put it off because they aren't sure where to begin. Here is how we walk through it with you at Legacy Financial:⁣
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▪️ Discover Your Goals⁣
Our first conversation is all about you: what matters most, what you're working toward, and where your finances stand today.⁣
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▪️ Build Your Custom Plan⁣
Next, we put together a strategy shaped around your goals, because no two people need the same plan.⁣
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▪️ Monitor and Adjust⁣
Jobs change, families grow, and plans need to keep up. We check in along the way and make updates as your life evolves.⁣
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There is no need to rush or figure everything out at once. We would love to help you build a plan you feel good about. Reach out to us today to get started. ⁣
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www.woodburnwealth.com⁣
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When life inevitably doesn’t go according to plan, what is your plan? More importantly, how do you approach the change a...
10/21/2026

When life inevitably doesn’t go according to plan, what is your plan? More importantly, how do you approach the change and the challenge?⁣
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Recently, Laura had the chance to hear Phillip Koontz, a U.S. Navy SEAL Combat Veteran and motivational speaker, deliver the keynote, and I left inspired. A big thank you to Jeffrey Walters, CFP®, CMFC®, and Phillip for an incredible and thought-provoking presentation.⁣
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Laura’s biggest takeaway? As advisors, we see firsthand how quickly life can pivot. If we practice positivity and gratitude, it shapes our own lives and the lives of those we have the privilege to serve. ⁣
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Our Legacy family recently grew by four paws! 🐾⁣⁣Meet Zoey, the new Hermiston office mascot! ⁣⁣She thrives on numerous s...
10/16/2026

Our Legacy family recently grew by four paws! 🐾⁣
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Meet Zoey, the new Hermiston office mascot! ⁣
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She thrives on numerous snacks, restroom breaks, and being the center of attention while we discuss portfolio rebalancing, risk, cash flows, and the ever-changing market with our clients. ⁣
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How can you not love her?! ⁣
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Another year as a sponsor of the Dragonfly Dash? Absolutely! 🏃‍♂️⁣⁣Supporting Boones Ferry Primary School in Wilsonville...
10/13/2026

Another year as a sponsor of the Dragonfly Dash? Absolutely! 🏃‍♂️⁣
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Supporting Boones Ferry Primary School in Wilsonville is something our team looks forward to, and it means a lot to be part of an event that brings so many families and local businesses together for the students.⁣
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Last year, they raised over $33,000 to benefit the school, and we are sure this year was another success!⁣
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Address

Hermiston, OR
97838

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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