Legacy FInancial PNW

We're not here to guilt you about the latte. (We would never do that to you!) 😅⁣
⁣
But some things cost more than we realize, including the ones we never think about. ⁣
⁣

Half the year is gone. ☀️⁣
⁣
June is actually the perfect time to pause and check in. A few questions worth sitting with:⁣
⁣
Is your savings rate where you wanted it to be? ⁣
⁣
Did a life event happen that your plan doesn't reflect yet? ⁣
⁣
When did you last look at your beneficiary designations?⁣
⁣
Did your goals change since we last talked? ⁣
⁣
You don't need all the answers. That's what we're here for. ⁣
⁣
Think of this as your financial halftime. There's still plenty of game left.⁣
⁣
⁣
Woodburn: (503) 982-7040⁣
Hermiston: (541) 567-3100 ⁣
⁣
⁣www.woodburnwealth.com
⁣

We're excited to welcome Lily to the Legacy Financial team! Lily is joining us from George Fox University, where she's been sharpening her skills in communication, organization, and marketing, all of which she's already bringing to the table.⁣
⁣
This summer, Lily will be learning the ins and outs of wealth management while helping us build and launch a marketing plan we can put to work right away. We couldn't be more excited to have her here.⁣
⁣
Welcome, Lily! ⁣
⁣

New photo, same team you trust 😄⁣
⁣
A lot changes over time: markets shift, goals evolve, life looks different from what you planned (Legacy Financial has been around for 40 years, so we’ve seen some things 😉). ⁣
⁣
What hasn't changed is our commitment to walking alongside our clients through all of it.⁣
⁣
We're Legacy Financial, your comprehensive financial planning team in Woodburn, Oregon. Retirement planning, college savings, estate strategy, we're here to help make the path forward feel a little less uncertain.⁣
⁣
We're grateful for every client who continues to trust us with what matters most.⁣
⁣
www.woodburnwealth.com⁣
⁣
⁣
Photographer: Road 40 Photography ⁣
⁣

Happy anniversary, Brenna! 🎉⁣
⁣
Year after year, Brenna shows up for her clients with the same dedication, warmth, and genuine care that makes Legacy Financial what it is. We don't take that for granted.⁣
⁣
We're lucky to have her on this team. Cheers to another great year, Brenna. We're glad you're here. 🥂⁣
⁣
⁣www.woodburnwealth.com

This week, we celebrate the closing of our acquisition of TH Financial in Utah.⁣⁣
⁣⁣
Tim Harlow spent years building something worth celebrating: a practice rooted in genuine client relationships, hands-on investing, and the kind of trust that takes decades to earn. That's not a portfolio. That's a legacy.⁣⁣
⁣⁣
As Tim steps into a well-deserved retirement, we're honored to walk alongside his clients and welcome them into the Legacy Financial family. ⁣⁣
⁣⁣
Same care. Same commitment. New chapter.⁣⁣
⁣⁣