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New Legacy Financial Group offers comprehensive, fee-only financial advice. Our services are based on a time-tested methodologies that address the real-life needs of people just like you.

When you work with New Legacy Financial Group, you can expect:

Straight Talk

We don’t sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.

Access

Life is constantly changing. For one annual fee, you can meet with us or speak to us as often as is necessary to help you accomplish your financial goals.

All-Inclusive Approach

Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”

Value for Your Money

We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?

Hello.
I’m Jason Burkholder, CFP®, CFA, AIF®

If you’re like most people, you have several pieces of your financial plan in place — you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it’s likely that each of these pieces was developed independently and at different times in your life. It’s also likely that you’ve never had all the pieces reviewed by someone who wasn’t trying to sell you something. Is it any surprise that you wonder whether you’re on the right path and making the best possible progress?

Regardless of how much money you have, you have financial concerns. I can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.