Appleton, Wisconsin · Fox Valley
Retirement decisions, coordinated in one plan.
Legacy helps Appleton and Fox Valley families answer the questions that matter: When can I retire? What can I comfortably spend? How should I handle Social Security, Roth conversions, market risk, and what I leave behind?
We work best with people approaching or already in retirement who need investments, income, Social Security, taxes, insurance and estate planning handled together rather than one account at a time.
★★★★★ 5.0 from 22 reviews on Google. Read what Appleton and Fox Valley clients say.After the form · Step 2
Pick a time that suits you
Twenty minutes, complimentary, by phone or video. Choose an open slot, or send the form above and we will reach out to arrange it.
The calendar opens in a new tab. Monday to Friday, 8:00 AM to 5:00 PM.
Fiduciary commitment
Fee-based planning, your interests first.
Series 7, Series 66, AIF®
Life and Health Insurance licensed.
Osaic Wealth, member FINRA/SIPC
Verify us on BrokerCheck.
Appleton office
5107 N Ballard Road, Monday to Friday 8 to 5.
How working together actually goes
Five steps. The first is complimentary, and you see the scope and the cost of planning in writing before any work begins.
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Step 01
Introductory call
Twenty minutes, complimentary. What you need coordinated, and whether we are the right firm for it.
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Step 02
Discovery meeting
At the Appleton office or by video. We review what you own and what you want the money to do.
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Step 03
Planning scope and cost
Exactly what the plan covers and what it costs, in writing, before you decide to proceed.
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Step 04
Strategy development
Investments, retirement income, Social Security timing, tax, insurance and estate coordinated into one strategy.
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Step 05
Implementation and ongoing advice
We put the strategy to work, then keep it current through ongoing monitoring and proactive planning as tax law, markets and your life change.
Your team in Appleton
The people you meet on N Ballard Road. Jordan Cassiani, AIF®, leads planning alongside Julie Cassiani and Shannon Soulek, with specialists in tax, legal, insurance and business planning brought in as your situation calls for it.
What clients say
Real stories. Real peace of mind. See why families trust Legacy Investment Services.
★★★★★ 5.0 from 22 reviews on Google. Read what Appleton and Fox Valley clients say.“Julie and Jordan have been vital in securing our family’s financial future. They offered expert guidance every step of the way. Thanks to them, we now have more time to enjoy with our grandkids.”
“The Legacy team helped us uncover tax-saving opportunities we never knew existed. Their approach was thoughtful, proactive, and tailored to our situation.”
“When we first met Jordan, he explained things so clearly—even with a modest account, we felt valued. Their plan gave us direction and confidence in our future.”
“Jordan serves as our financial quarterback. From taxes to retirement, we finally feel like someone’s looking at the full picture—and helping us stay ahead of it.”
“The depth of expertise and knowledge available is beyond helpful. And if I ever have a question, I know Jordan and the team are only a phone call away.”
“Jordan, it was very much appreciated. We received both COF insurance checks. Thank you sincerely for your help in this matter.”
“When we were going through our discovery meeting with the Legacy team, it was comforting to know they took the time to truly understand our financial goals. They never pushed investments we didn’t understand, and that level of care made all the difference. I can now fully enjoy time on the lake with my grandkids knowing our future is secure.”
Non compensated client testimonials. Individual experiences; may not be representative of all client experiences. No guarantee of future performance or success.
Before you book
Who do you work best with?
People approaching or already in retirement with several decisions in play at once: when to retire, what is safe to spend, when to claim Social Security, whether to convert to a Roth, how much market risk to carry, and what passes on. If that describes you, the introductory call is a good use of twenty minutes.
What does it cost?
The introductory call and the discovery meeting are complimentary. Planning work is quoted before it starts: you see the scope and the cost in writing, and you decide from there. Investment management is fee-based and disclosed in full.
What should I bring to the discovery meeting?
Recent investment and retirement account statements, a Social Security estimate if you have one, and last year’s tax return. If none of it is handy, come anyway and we will start with the conversation.
I already have an advisor. Is a second opinion awkward?
It is common, and nothing has to move for the conversation to happen. Many people start with a review of what they already own and decide afterward.
Visit the Appleton office
5107 N Ballard Road, Suite 200
Appleton, WI 54913
Phone: 920-730-9620
Fax: 920-840-6051
Monday to Friday: 8:00 AM to 5:00 PM
Saturday and Sunday: by appointment
Serving Appleton, Neenah, Menasha, Kaukauna, Little Chute, Grand Chute and the greater Fox Valley.