About Us
Every successful individual knows that his or her achievement depends on a community of persons working together.
Our Mission
The Legacy Financial Partners misison is to help our clients build, manage, preserve & eventually transfer wealth through comprehensive financial advice, planning and portfolio management services. We do this by understanding the client’s needs and goals and offer sound, realistic investment solutions while providing a high level of personal service. If you’re interested in learning more about our services feel free to contact us today!
Our Process
- I ask a lot of questions to make sure I understand how you got where you are and to understand where you want to be. I never ask invalid or non-vital questions, but if you feel uncomfortable, let me know. I respect your privacy and promise I won’t be offended.
- You can count on me to be confidential. Anything I share with you, you can tell anyone you like, however, anything you share with me will never leave the confidence of me or my staff.
- This is your money and I always remember that. I will make suggestions and give advice, but I will always do what you tell me.
- If there are ever any costs or expenses included in anything I recommend, you will always know that up front. No Surprises.
- I promise, other than your immediate family, nobody will care more about you or your financial future than I will.
A Simple & Effective Strategy
At Legacy Financial Partners we offer s simple yet effective investment strategy. Where there are many details to executing your investment plan to meet your financial goals, and we manage all those aspects of managing your portfolio, we sum up your investment strategy into three basics concepts:
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Know what you own and why you own it
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Invest in quality products
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Diversify
Jeffrey A. Rittner, CFP®
Owner/Certified Financial Planner®
Jeff grew up in the state of Colorado and attended Bear Creek High School in Lakewood, CO. He graduated from Colorado State University in Fort Collins, CO. Jeff has been married to his wife Allison since 1992 and they have 3 children, all of which are in college.
Jeff and his wife are supporters of Colorado State University, Ramstrength, and are members of Timberline Church in Fort Collins.
Previously Jeff has been involved with several successful businesses and ventures. Because of that, he brings a different perspective on planning and prosperity.
He is passionate about personal finance and helping his clients achieve their goals with practical and realistic advice.
Visit Us
125 S. Howes Street
Suite 910
Fort Collins, CO 80521
(970) 416-0088
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