STRATEGIC WEALTH & LEGACY PLANNING

Build a Legacy That Stands the Test of Time

We educate and empower families in Idaho to take control of their financial future. Our process-driven approach turns complex goals into a clear, actionable roadmap.

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How can we help you?

We operate with a strict fiduciary commitment-putting your best interests first, always.  Every strategy is tailored to you, giving you confidence and clarity in every financial decision.

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Protection

Providing risk management by building a shield around your life style with precision-wrapped life insurance and long term care infrastructure

Retirement Engineering

We don't just save; we build sustainable income runways to ensure you never outlive your wealth.

Estate Fortification

Protecting your assets from tax erosion and legal friction to ensure a seamless transition to your heirs.

Tax Optimization

Strategic planning designed to minimize your lifetime tax-drag and maximize your current growth potential.

Education Planning

Navigating the rising costs of higher education with smart, tax-advantaged savings strategies for your family.

Business Strategies

Custom-built financial shells for Idaho business owners, from SEP IRAs to succession planning.

Strategic Milestones

Our methodology is designed to guide you through the critical transition points of your financial journey with total confidence.

Step 1 graphic titled "The Accumulation Phase" from Legacy Financial Group, emphasizing wealth building strategies.
Legacy Financial Group branding with "The Preservation Phase" text, emphasizing asset protection from market volatility.
Legacy Financial Group graphic titled "The Distribution Phase" highlighting income optimization strategies, featuring a clean design and brand logo.
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Carrier & Partner Network

Since this section is used to develop trust and usually features logos, we will use it to display the Institutional Backing your team uses to fulfill your services (Insurance/Investment partners).

"I received the coverage to protect my family."

Larry is awesome. He recently helped me with some life insurance. I received the coverage to protect my family. The process was easy and Larry looked at different options to suit my needs.
Steve Smith, financial professional at Legacy Financial Group, emphasizing personalized financial planning and legacy building for Idaho families.
Steve Clark

Get to Know Our Financial Planning & Legacy Experts

Dedicated professionals committed to serving you with integrity, transparency and a fiduciary standard of care.  We’re here to guide, educate, and partner with you every step of the way.  

Professional man in a suit smiling, representing financial expertise and leadership at Legacy Financial Group, with a modern office background.

Larry Morrison

Founder & Financial Professional

Professional woman smiling confidently, wearing a blazer, representing financial services and leadership at Legacy Financial Group.

Kerri Morrison

Office Manager

Smiling financial professional in a suit, representing Legacy Financial Group, with a modern office background emphasizing trust and expertise in financial planning.

Jayden Chase

Financial Professional

Smiling financial professional in a suit and floral tie, representing Legacy Financial Group, with a modern office background, emphasizing trust and expertise in financial planning.

Landon Broadhead

Financial Professional

Ready to Secure Your Financial Future?

Join the families across Preston and Pocatello who are building lasting legacies with a plan they can finally trust.

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