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Claim"Do what you do best, and delegate the rest"
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them!
Our Values
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Our History
New Legacy Financial LLC was founded with a mission to help individuals and businesses align their tax strategies and financial planning in order to fully achieve their legacy.
Our Team
New Legacy Financial LLC firm is licensed by the Department of Treasury to practice before the Internal Revenue Service for all taxpayers in every state, including foreign entities.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Seymour, IN
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Year founded
Founded 2018
1 Locations
- Seymour , IN
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