John Skurkey, founder and CEO of Legacy Financial Advisors, said there is something deeply satisfying about helping a family or small business craft a financial plan.
“Seeing a client come in with uncertainty and leave with the assurance that they have a plan for the future, that will take care of them for generations to come, is everything to us,” he said.
Skurkey brings 40 years of experience to his independent wealth management firm that specializes in working with small business owners, as well as individuals, families and those nearing retirement. In fact, the husband-wife team of John and Jacquelyn and their skilled staff excel at understanding clients’ planning needs regardless of the stage they are in.
“As a testament to John’s commitment, knowledge and passion for serving our clients, he holds the highest professional licenses and designations in the industry: the CFP® Certified Financial Planner, AEP Accredited Estate Planner, CLU Chartered Life Underwriter, ChFC Chartered Financial Consultant and MSFS Master of Science in Financial Services, as well as SEC Series 6, 7, 63 and 65 Licenses,” said Jacquelyn Skurkey.
The diversity of Legacy members’ ages is directly beneficial to solving the needs of multi-generational businesses and families, and allows the team to specialize in business succession planning.
“Our family clients find that we serve many of their needs above and beyond what many would consider typical financial planning. We take a multi-generational approach that looks at the big picture of our clients and families,” Skurkey said. “Helping our clients discover and prioritize what is most important to them now and in the future is our primary goal.”
In a field that tends to be dominated with short-sighted ups and downs, Legacy Financial Advisers brings stability. Part of that strategy is a “quarterback” approach to financial planning that takes advantage of John Skurkey’s lifetime of experience, education and network of relationships, including working directly with other experts as needed to help clients have a better understanding and a clearer picture of the decisions they are making and how that is affecting their wealth.
“Our loyal clients know they have an experienced team with 40 years of access to industry professionals that are working together on their behalf,” Skurkey said.
