Legacy FInancial PNW

Legacy FInancial PNW Informative yet relaxed page to make investing and finance a less scary and more approachable.

Grad season is in full swing. The parties, the photos, the proud tears…it all deserves to be celebrated.⁣⁣But once that ...
05/29/2026

Grad season is in full swing. The parties, the photos, the proud tears…it all deserves to be celebrated.⁣
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But once that tassel gets switched? It's time to gear up for what's ahead.⁣
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This summer is your window to set your grad up for real financial success before the dorm drop-off chaos begins.⁣
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Swipe for 5 money habits to build with them before they go. 👉⁣
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www.woodburnwealth.com⁣
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No matter where you are in life's financial journey,we're here for you. ⁣⁣At Legacy Financial, we've spent the last 40 y...
05/28/2026

No matter where you are in life's financial journey,we're here for you. ⁣
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At Legacy Financial, we've spent the last 40 years walking alongside our clients through some of life's biggest financial moments. We specialize in guiding:⁣
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▪️ Small Business Owners | Strategies to manage and grow the wealth you've worked hard to build.⁣
▪️ Retirees | Helping you step into retirement with confidence, clarity, and security.⁣
▪️ Families Planning for the Future | Personalized plans for education, estate, and legacy goals that reflect what matters most to you.⁣
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We believe financial planning should feel less like a mystery and more like a conversation. Our team is dedicated to simplifying wealth management and organizing your assets, so you can focus on protecting and building what you're passionate about.⁣
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You've worked hard for your future. Let us help you plan for it.⁣
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Woodburn: (503) 982-7040⁣
Hermiston: (541) 567-3100 ⁣
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Graduation season comes with a lot of excitement, celebration… and a few important responsibilities many families don’t ...
05/26/2026

Graduation season comes with a lot of excitement, celebration… and a few important responsibilities many families don’t think about right away.⁣
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One piece of advice recently shared by one of the attorneys we work with: once your child turns 18, parents can no longer automatically access medical, educational, or financial information during an emergency.⁣
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A few important documents every young adult should consider having in place:⁣
✔️ Health Care Proxy⁣
✔️ HIPAA Authorization⁣
✔️ Living Will⁣
✔️ Durable Financial Power of Attorney⁣
✔️ FERPA Waiver⁣
✔️ Digital Asset Authorization⁣
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These conversations may not feel urgent during graduation season, but planning ahead can make an enormous difference in a stressful moment.⁣
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This is one of those life transitions where preparation creates peace of mind for the entire family. ⁣
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www.woodburnwealth.com⁣
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Memorial Day weekend is often filled with travel, gatherings, and the unofficial start of summer.⁣⁣But it’s also a time ...
05/22/2026

Memorial Day weekend is often filled with travel, gatherings, and the unofficial start of summer.⁣
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But it’s also a time to pause and remember the men and women who gave their lives in service to our country.⁣
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We’re grateful for their sacrifice and the freedoms it protects every day.⁣
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Wishing you a safe and meaningful Memorial Day weekend.⁣
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Your portfolio is important. But it's not everything. ⁣⁣So much of what we do (for more than half of our clients!) happe...
05/21/2026

Your portfolio is important. But it's not everything. ⁣
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So much of what we do (for more than half of our clients!) happens beyond the numbers. Talking through the reality of retirement. Supporting families after a loss. Helping parents prepare as their kids head off to college.⁣
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This year, we put in the work to formalize that support into something called our Legacy Standard of Care, which is how we show up for clients no matter what life brings.⁣
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It means collaborating with CPAs and attorneys. It means having the right conversations at the right time. And it means you're never navigating a big moment alone.⁣
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This is what we believe financial guidance should look like, from your portfolio and beyond. ⁣
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www.woodburnwealth.com⁣
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London was a dream, but coming home inspired? Even better. 🇬🇧⁣⁣⁣⁣Laura recently attended LPL Financial's annual Summit i...
05/15/2026

London was a dream, but coming home inspired? Even better. 🇬🇧⁣⁣
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Laura recently attended LPL Financial's annual Summit in London as part of the top 2% of advisors in the country (out of 30,000!). It was a non-stop adventure, from an evening under the arches of the Natural History Museum, to dinner with LPL's CEO, to dancing the night away at Kensington Palace. ⁣⁣
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Being surrounded by the best and brightest in the industry is the kind of experience that reminds us *why* we do what you do, and pushes us to keep raising the bar for the clients and community we serve.⁣⁣
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To our Legacy Financial team: thank you for your tireless dedication while Laura was away. This recognition belongs to all of you. ⁣⁣
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Onward!⁣⁣
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www.woodburnwealth.com⁣⁣
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Hello Chicago! 🌆⁣⁣Anna recently attended a conference in the beautiful city of Chicago, where she had the opportunity to...
05/13/2026

Hello Chicago! 🌆⁣
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Anna recently attended a conference in the beautiful city of Chicago, where she had the opportunity to learn new ways to streamline processes and improve efficiency within our office, allowing us to spend even more time focusing on what matters most ➡️ building and strengthening client relationships.⁣
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She also had the pleasure of meeting many wonderful individuals from Commonwealth Financial Network, who will be merging with LPL Financial this November. It was a great opportunity to connect, collaborate, and build new relationships for the future.⁣
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Outside of the conference, Anna enjoyed exploring everything Chicago has to offer, including visiting Cloud Gate (“The Bean”), taking an architecture boat tour along the river, and trying a few of Chicago’s famous foods. ⁣
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It was a productive and memorable trip, and she's excited to bring back new ideas to continue to enhance your client experience.⁣
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Every year, we look forward to celebrating the people who make Legacy Financial what it is. 🥂⁣⁣Last week, we hosted our ...
05/13/2026

Every year, we look forward to celebrating the people who make Legacy Financial what it is. 🥂⁣
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Last week, we hosted our Annual Legacy Dinner, an evening dedicated to honoring the clients who've referred new families to our team, as well as our top clients who've been part of our journey. After 40 years in this community, this event has become one of our favorites, and it's easy to see why.⁣
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Our clients take pride in our team's success just as much as we're committed to helping them reach their financial goals, and that kind of relationship is worth celebrating.⁣
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Thank you to everyone who joined us. We can't wait until next year! ⁣
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Address

Hermiston, OR
97838

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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