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Legacy Financial Services & Business Solutions LLC

 Founded in 2018

"Legacy Financial Services was founded in 2018 with a mission to support small business owners in managing their finances and mastering the art of budgeting. Recognizing the crucial need for budgeting in business, I realized that many companies lacked the know-how to navigate this essential aspect effectively. Driven by a passion for empowering entrepreneurs, I took it upon myself to teach and assist my clients in understanding financial literacy. By imparting this knowledge, I aimed to equip them with the skills necessary to apply sound financial principles to their businesses, ensuring their long-term success."

Legacy Financial Services 

Our Vision

“At Legacy Financial Services, our vision is rooted in delivering unparalleled quality and professionalism to meet the unique needs of every client. We are dedicated to guiding our clients towards financial success by offering timely and precise financial reports and in-depth analysis. With a steadfast commitment to maintaining a secure system of internal controls and financial data, we ensure the utmost accuracy and confidentiality.

 

Our promise is grounded in integrity and honesty. We take an oath to uphold these principles in every aspect of our work. By doing so, we pave the way for every business owner to establish a high-quality, sustainable business for themselves and their families. At Legacy Financial Services, we are not just financial experts; we are your partners in building a prosperous future.”

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Jessica Brant

Accountant, Influencer, Author

“Jessica is deeply passionate about supporting small business owners with their financial requirements, understanding the importance of affordable financial solutions for small businesses. With over 8 years of extensive experience in the Accounting profession, Jessica possesses a wealth of knowledge in bookkeeping, specializing in diverse sectors including non-profits, private schools, living facilities, and more.

 

Legacy Financial Services was specifically crafted to cater to the needs of small business owners, particularly schools. Here at Legacy, we don’t just offer financial assistance; we are dedicated to nurturing your business growth. When you choose Legacy, you become a part of our family, gaining access to a wealth of resources that can significantly contribute to expanding your company. Partnering with us means more than just a service; it means joining a supportive community committed to your business’s success.”

Email : Jessica@lfsbs.com Tel: 904-235-2334

Founder & CEO

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Accounting is the language of Business

Warren Buffett

Vision and Values

Attentiveness

As independent financial professionals, we at Legacy take the time to learn about your needs, hopes, and concerns. Then we develop a comprehensive strategy to help you pursue your dreams. Whether your goals are simple or complex, you need a plan that includes a realistic strategy, actionable steps, and experienced advise to help you navigate the journey to your success.

We can help you create a personalized financial strategy based on your lifestyle and future goals. We work with you to build an appropriate plan that supports your objectives and long term goals to help stay financially secure.

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