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5107 N Ballard Road, Suite 200, Appleton, WI 54913

920-730-9620
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Call For A Retirement Tax Plan
(920) 730-9620

Top-Rated Financial Advisor in Wisconsin
Connect with a Local Fiduciary Advisor – Secure Your Wealth Today!

Protect your Retirement savings from market downturns with strategies designed to minimize risk while securing your financial future. 
Request a Complimentary Discovery Meeting Below by either filling out the form or calling (920) 730-9620

Example: Preparing for retirement and making sure we have everything organized. We want a clear plan for when retirement becomes real and confidence that we are not overlooking anything important.
What is your primary concern right now? (Optional)
Example: We want a second opinion on whether we are investing correctly and if our current approach aligns with our long term goals. Interested in tax strategy, income planning, and what steps we should take next.
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What Our Clients Say

Real stories. Real peace of mind. See why families trust Legacy Investment Services.*

★★★★★

"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."

– Kathy, Happy Client

★★★★★

"The Legacy team helped us uncover tax-saving opportunities we never knew existed. Their approach was thoughtful, proactive, and tailored to our situation."

– Chad, Happy Client

★★★★★

"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."

– Kyle, Happy Client

★★★★★

"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."

– Michael, Happy Client

★★★★★

"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."

– Stephanie, Happy Client

★★★★★

"Jordan, it was very much appreciated. We received both COF insurance checks. Thank you sincerely for your help in this matter."

– Jim, Happy Client

★★★★★

"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."

– Linda, Happy Client

✅ Fee-Based Planning   |   ✅ Fiduciary Commitment   |   ✅ Proactive, Client-First Advice

*Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success. 

Get Your Retirement Tax Plan

 ✅ Personalized Retirement Planning – Work with a local fiduciary who prioritizes your best interests.
👉 Schedule a complimentary consultation today! 

*Spaces are limited due to scheduling availability

*Our retirement strategies work best for those with investable assets of at least $250k+

*Claim 20% of your Personalized Plan, When You Schedule Your Call Today (920) 730-9620

Schedule Your Complimentary Call

Next Steps

Schedule Your Complimentary Retirement Planning Consultation           

    1. Schedule Your Complimentary Consultation

      Let's dive deeper into your unique financial situation. In this one-on-one meeting, we'll discuss tailored strategies to help you protect your wealth, minimize taxes, and secure a more confident future. Please provide your current statements for all of your accounts so we can create a tailored plan based on your needs.

    2. Create a Custom Plan

      After our consultation, our team will build a personalized financial plan designed to help you achieve your goals and navigate upcoming tax changes, giving you peace of mind every step of the way. We will present the plan to you at the second meeting and you will decide on what changes you would like to implement. 

    3. Ongoing Support and Strategy Adjustments

      Financial planning is an ongoing journey. We'll regularly review your plan and make adjustments as needed, ensuring you stay on track and continue to meet your financial goals, no matter what life brings. 

      Claim Your Retirement Protection Plan – Book a Call Today!


Schedule Your Complimentary Call

Your Elite Advisory Team – 85 Professionals, 500+ Years of Combined Experience

Jordan Cassiani, AIF®

Jordan Cassiani, AIF®

Investment Advisor

jordancassiani@osaicwealth.com

Education & Credentials Jordan likes to say he started in the business at age two, and there’s some truth to that. He was featured in one of his dad’s estate planning brochures as a child and grew up helping around the office with...

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Julie Cassiani

Julie Cassiani

Financial Advisor

juliecassiani@legacyinvestmentsonline.com

As an Investment Advisor Representative, Julie provides customized client investment solutions and independent professional services to her clients. As an Investment Advisor Representative, Julie provides customized client investment...
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