Contact Us
Better yet, see us in person!
We LOVE walk-ins! Stop by to drop off documents to simplify tax preparation, inquire about this year's changes in Medicare, or how you can obtain a financial planning consultation. All right here in Fort Collins!
Legacy Group
2627 Redwing Road, Suite 320, Fort Collins, Colorado 80526, United States
970.206.9024
Adam Ashby
Medicare Insurance Specialist
With decades of experience and an education background, Adam has the knowledge necessary to evaluate health needs and coverage preferences to ensure your health never needs to take a back seat, and make the Medicare enrollment process easy to understand and stress free.
Cindy Ashby
Tax Consultant
With over 20 years of tax preparation under her belt, Cindy has a special talent for turning complex returns into a simple, stress free process. Whether it's personal taxes, business taxes, multiple state filings, she can ensure the best possible outcome, and advice to prepare you for next year's returns.
Brianna Summerhays
Financial Planner and Tax Preparer
Preparing for retirement and beyond can come with many unknowns. Brianna’s focus in tax preparation and financial planning is to bring clarity to each individual's unique circumstances. By equipping you with the right facts and strategies, she helps build the comfort and confidence you need to make important decisions regarding your income, investments, and future.
Larry Bowers
Financial Planner
Specializing in financial planning consultations for those over 50, Larry helps his clients make the transition to retirement and beyond, ensuring current financial needs are met while planning for the golden years to come.