Your Financial Legacy is an independent, fee-only financial planning practice based in Gainesville, Florida, serving clients at different stages of life, from those just starting out to people preparing for or living in retirement. The firm’s vision is to use investing to improve lives and positively influence the wider community. Its fiduciary advisors put clients’ personal values and convictions at the center of investment and planning decisions, and are legally and ethically obligated to act in clients’ best interests.

Services include investment management, personalized financial planning, and financial coaching, including coaching from a Dave Ramsey-trained professional. The practice also offers retirement guidance, including solutions for Florida Retirement System employees and DROP participants. Fees may be based on assets under management, hourly rates, or flat fees, depending on the client’s needs. The firm says it receives no commissions or product-provider kickbacks, has no account minimums, and offers a complimentary initial consultation.

Clients can also access educational articles, videos, financial calculators, and other resources.