Helping You Achieve Your Financial
Goals No Matter Where You Are Right Now

Meet
Our Team

Meet Luis Lopez and learn how he can help you reach your financial goals.

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Services for
Business Owners

Working with you to
maximize your opportunities.

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Services for
Individuals and Families

Keeping you on the right
path to achieve your goals.

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Where Are You On Your Journey?

Most of us want the same things out of life when it comes to our money. We want to be able to do the things that we enjoy now, we want to help reduce our tax burden1 and we want to protect what we have, both now and in the future. Each one of our journeys is different though. We all get started at different times, we all have different circumstances, and here at LA Legacy Financial our job is to figure out where you are on your journey and join you the rest of the way. Whether you’ve done a lot of planning or none at all, or whether you’re just starting out or nearing retirement, we’ll help you identify where you are, where you’re trying to go, and what the best way is to get there. We’re glad you visited our website today and please don’t hesitate to contact us if you have any questions.

Meet the Team


1Neither LA Legacy Financial, LLC or its staff nor New York Life Insurance Company or its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
 

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