Broker Check
810-694-6500
Client Login

About Us

Our History

While Legacy Financial Group was founded in 2009, Brad Jerome, the president of Legacy Financial Group, has been in the financial planning industry for 23 years. 

Legacy Financial Group was his dream: a dream to help each person achieve their unique goals and to provide servant leadership to each client. We are dedicated to developing and maintaining lasting relationships with all of our clients and we look forward to the opportunity to serve you.

Our Philosophy

The mission of Legacy Financial Group is to provide client-focused financial leadership to each individual we serve—to help each client
"Dream, Build, Protect & Enjoy."

Dream

"A dream is a better future in need of an architect, who will show others how to make it a reality" -Ed Rowell.

Everyone has dreams, but often we aren't sure how to achieve them, or we don't even believe they are possible. Legacy Financial Group can be the architect to help you build those dreams into a reality!

Build

"Building" means carefully creating & following a detailed, customized financial plan. It means implementing products, services and strategies to move you toward your goals & dreams. It means measuring the results and making appropriate adjustments to make sure you stay on track.

Protect

The most effective way to protect something is to pay attention to it. At Legacy Financial Group, we review with each client multiple times throughout the year to identify potential threats against their goals & dreams or to identify opportunities to achieve them more efficiently, actively managing each portfolio on a proactive basis.

Enjoy

That part is up to you!

Suggested Content

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
Learn More