total wealthLEGACY
A family of firms to manage all aspects of your financial wellness.
More than a plan — a legacy.
TAX
✦
WEALTH
✦
LEGACY
✦
TAX ✦ WEALTH ✦ LEGACY ✦
THE LEGACY FAMILY
MULTI LEVELS OF EXPERTISE
FOR A COORDINATED APPROACH TO YOUR FINANCIAL WELLNESS
Education, coordination, & a clear path forward
Tax & accounting for individuals and businesses
Financial planning & wealth management
YOUR FINANCES WORKING TOGETHER
Stop Paying for Advice that Only
Sees ½ of Your Financial Picture
Your tax strategy and your investment plan should be working together. When your CPA and your financial advisor work separately, good decisions can collide. An investment sale triggers a tax bill nobody planned for. A retirement withdrawal pushes you into a higher bracket. A smart tax move ignores the rest of your plan.
And you end up as the go-between, carrying information between professionals and wondering what's slipping through the cracks. You shouldn't have to coordinate your own advisors.
We built Legacy Total Wealth after watching too many good people pay for advice that saw only half their picture.
Few financial advisors are CPAs. Few CPAs are also financial advisors. David Hudson is both. He's a Certified Public Accountant, a Personal Financial Specialist (PFS), a Registered Financial Consultant (RFC) and a financial advisor. For nearly 30 years, he and our team have helped families and business owners make decisions with the tax impact and the long-term plan in view at the same time.
Today, more than 400 individuals and families and 250 businesses work with us, and many of those relationships span decades.
Tax, wealth, and estate planning, coordinated.
Cultivating Financial Poise
LEGACY
One Family of Firms, Three Specialized Practices
Legacy Total Wealth brings together three established financial firms. Each is its own business with its own expertise, and they coordinate on your behalf when you ask them to.
Tax Strategy
Year-round tax planning creates a strategy that looks ahead to make moves that shape next year’s bill.
Wealth & Retirement
Investment management and retirement income plans are built with the tax impact in view from the start.
Estate & Legacy
Wills, trusts and powers of attorney, coordinated with your finances & prepared by licensed attorneys.
Business Owners
Build wealth inside and outside your business with tax, payroll, and retirement plan strategy that works together.
YOUR ACCOUNTANT & FINANCIAL ADVISOR
UNDER ONE ROOF
Most families get tax advice from one office and investment advice from another, and the two rarely talk. Our CPA-led team plans both together, so every financial decision supports the rest.
