About Us

Legacy Global Financial Group, Inc. is here to serve you and meet your financial planning needs beyond the basic necessities. With our qualified team of professionals, we are able to advise you in many different areas of financial planning, wealth transfer and international services.


As a valued client, you get a secure, password protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, ​or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

To start using the client portal please click the link below to log in.


​Client Portal