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 more than 30 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 Under- writer, 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 estate planning, business succession planning, asset management and retirement 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.”
Legacy is a small firm, which allows more flexibility with their clients, giving them full access to the team. “It’s as easy as picking up the phone,” Skurkey said. The approach has led to rapid growth, even as they build relationships across generations.
In a field that tends to be dominated with short-sighted ups and downs, Legacy Financial Advisers brings stability with holistic plans and big-picture strategies. 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.
Clients appreciate the values that Skurkey and his team bring to the task of financial planning. “We understand that all clients are important, and deserve emotional stability and well-being when it comes to their financial needs,” he said.
The passion that drives the Legacy team comes from adherence to their core values: Integrity, Stability, Knowledge and Compassion. Seeing that commitment puts clients at ease.
“Our loyal clients know they have an experienced team with over 30 years of access to industry professionals that are working together on their behalf,” Skurkey said. “This experience and our ability to communicate clearly allows us to bridge the gap and help our clients with all aspects of their planning needs.”