Legacy Integrated
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We specialize in helping our clients convert their top line revenue into take-home profit.
10/24/2023
Our team is back and well-rested now, but we wanted to share a group photo from their time in Hawaii for the annual Tardus VIP Wealth Summit!
Speaking on various investment opportunities and how to build more tax-efficient portfolios, the team had a great time connecting with new and familiar faces.
We are so grateful to be able to participate in events with Tardus, and had a wonderful time discussing goals and feedback with clients and gauging how we can best help in years to come.
10/06/2023
Tired of the stress that comes with money management? Check out our new blog post from Acen Hansen, one of Integrated's founding partners, on the benefits of using a financial planner.
You can read the full article here: https://thelegacyintegrated.com/guided-discovery
09/29/2023
Last week we welcomed Spencer Anderson to the Legacy family!
Spencer has joined as an advisor assistant, and is studying to get licensed as a wealth advisor to service clients on all their investment needs. So happy to have you on the team, Spencer!
09/19/2023
Throwing things back to the Legacy trip to Punta Cana last year!
Where will our next adventure be? 👀
09/14/2023
Friendly Reminder from your CPA at Legacy Integrated: Q3 quarterly estimated taxes are due this Friday, 09/15!
Our team is here to help you best prepare for your important deadlines.
It's Labor Day! Whatever your occupation, thank you for your hard work.
We are so grateful to have such a dedicated team here at Legacy.
08/14/2023
We are ecstatic to welcome Jenifer Kerr, our newest team member! Jen comes with substantial knowledge and experience in the world of insurance, and we are excited to have her bring that to the team here at Legacy.
You can read more about Jen and how to contact her here: https://thelegacyintegrated.com/jenifer-kerr
Need some help navigating your financial world? That's where we come in. We are Legacy Integrated, where the most important business in the world is yours.
12/17/2022
"The future depends on what we do in the present."
- Mahatma Ghandi
12/09/2022
We here at Legacy have assembled a team of incredibly talented professionals that you can turn to for anything. We want you to know that we are here for you, cheering for your continued success!
Your Legacy Is Our Legacy.
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Address
13965 W Chinden Boulevard
Boise, ID
83713
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |