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Ray Sagner, CFP®

The Legacy Group, Ltd.

PO Box 790
Salem, OR 97308-0790
Phone: (503) 581-6020
Fax: (503) 212-6022

Toll-free: (877) 271-5628

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Household Income Minimum: $0
Investable Asset Minimum: $350,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.