We believe every financial journey deserves a trusted partner who brings wisdom, foresight, and dedication. Based in the Mid-South near Memphis, we’ve proudly served individuals, families, and small businesses across Tennessee, Mississippi, and Arkansas for decades. With more than 43 years of accounting expertise, 17 years in financial investment planning, and 15 years as a certified mobile notary, our firm has grown into a recognized leader for clients seeking both security and opportunity.
As a full-service financial firm in Tennessee, we specialize in tax preparation services, retirement planning services, and estate planning services tailored to your long-term goals. Whether you’re a self-employed professional in Mississippi, a family preparing for retirement in Arkansas, or a business owner safeguarding wealth for the next generation, our commitment remains the same: personalized strategies, delivered with precision and care. With Legacy Financial Services, you don’t just prepare for tomorrow, you plant the seeds for a future of confidence and stability.
Over 40 years of accounting and tax experience serving the Mid-South region.
One-on-one consultations designed around your unique financial goals.
From tax preparation to wealth protection and legacy planning in Tennessee.
Proudly serving clients in Tennessee, Mississippi, and Arkansas.
We know that true financial success isn’t built overnight; it’s carefully designed through informed decisions and consistent guidance. That’s why clients across the Mid-South trust us as their go-to partner for individual tax filing services, retirement investment guidance, and secure estate planning services. Our philosophy is simple: your success is our mission, and your peace of mind is our greatest achievement.
We measure our success by the trust and satisfaction of our clients. Here’s what they have to say about working with Legacy Financial Services.
From small business tax preparation to estate planning and retirement strategies, Legacy Financial Services is dedicated to providing expert guidance at every stage of your financial journey. With trusted experience, tailored consultations, and comprehensive solutions, we empower you to protect your wealth and plan with confidence for the future.
