Our Story
Legacy Financial Group was born from the belief that everyone deserves financial freedom — not just the wealthy or the well-connected.
Founded in Milwaukee, WI, and now serving clients across all 50 states, we started with a mission to provide expert tax services with real education and long-term impact. As our clients’ needs grew, so did we — expanding into credit repair, business funding, and professional mentorship.
Today, we’re proud to be the financial team that supports individuals, families, and aspiring tax professionals through every stage of their journey.
Why clients trust Legacy Financial Group:
💼 Real Results – We deliver visible improvements in credit and finances
🎓 Deep Expertise – Our team is made up of certified professionals who care
💡 Empowerment First – We don’t just fix problems, we educate you to do better
🤝 Built on Integrity – Transparent, honest, and always client-first
Meet Our Educators
Led by a passionate entrepreneur and lifelong learner, Legacy’s team includes tax specialists, credit experts, and support professionals dedicated to making finance simple, actionable, and empowering.
Meet Our Educators
Ms. Jasmine Turner
Mr. Ethan Harper
Ms. Allison Rodriguez
Ready to Start Your Journey?
Whether you need help with taxes, credit, or building your own tax business — you’ve found the right team.