About Us
“Here at Legacy Financial, we work together as a team of financial advisors to help reduce, eliminate, or defer your taxes, increase your wealth and saving, and mitigate risk.
Developing trusting relationships with customers that I treat like part of my family has always been the heart of my company. Dealing with the unknown and successfully diagnosing problems that other professionals could not figure out is what I have been doing for 25 years.”
-Tim Banaszak
Our Approch
- Personalized Financial Planning: Tailoring strategies to each client’s unique goals, circumstances, and aspirations.
- Holistic Wealth Management: Taking a comprehensive approach that considers all aspects of our clients’ financial lives, including investment management, retirement planning, estate planning, tax optimization, and risk management.
- Education and Empowerment: Providing our clients with the knowledge and resources they need to make informed financial decisions and take control of their financial futures.
- Long-Term Relationship Building: Cultivating lasting partnerships with our clients based on trust, transparency, and open communication, ensuring we’re with them every step of the way.
- Proactive Monitoring and Adjustments: Continuously monitoring market trends, regulatory changes, and shifts in our clients’ circumstances to proactively adjust their financial plans and investment strategies as needed.
- Legacy Preservation: Helping our clients create a lasting legacy by strategically planning for wealth transfer, philanthropy, and intergenerational wealth preservation.
Our History
“I was born and raised in northeastern Wisconsin and returned back to my hometown in 1998. My wife and I founded Northern Automotive in Crivitz Wisconsin, which we still own today. With our own succession in mind, and a lifetime of interest in the financial sector, we opened Legacy Financial Solutions in 2018”
-Tim Banaszak
Meet Our Experts
Tim Banaszak
Owner
Tim Banaszak is co-owner of Legacy Financial Solutions in Crivitz, Wisconsin with his wife Sandi. As a lifetime business owner, Tim understands the importance of conversations about business, family dynamics, and future success. Legacy Financial helps clients navigate those conversations and craft a plan for continued success. Tim is a relentless problem solver, undeterred by obstacles or setbacks and possesses a strong drive to help people achieve their goals. With the guidance of key organizations in the industry and by using a team approach to finding financial solutions, Legacy Financial is able to help people set goals for the future, mitigate risk, and increase and protect their hard-earned wealth. When not in the office, Tim can be found in trout streams or on the trail of white-tailed deer.
Sandi Banaszak
Owner
Sandi Banaszak is co-owner of Legacy Financial Solutions with her husband of 33 years, Tim. As a Certified Retirement Planning Counselor with an MBA from the University of Wisconsin-Green Bay, Sandi helps clients navigate the complexities of retirement and estate planning. Her goal is to give retirees confidence in their ability to have a comfortable and sustainable retirement. In addition, Sandi loves spending time with their three kids, cycling, hiking, playing pickleball, and fishing. She is a Deaconess at her church and loves her church family.
Frequently Asked Questions
Who are the Banaszaks?
How long have you been working in the financial services industry?
What is your educational background and professional credentials?
How do we get started?
What are the benefits of creating a financial plan?
How did you both meet?
What should business owners know?
How do you help your clients?
How did you get started?
How do you earn your clients' trust?
What advice would you give to a new business owner?
How often will we meet to review my financial plan and investment portfolio?
How do you communicate with clients, and what resources do you provide for ongoing support and education?
Our Philosophy
At Legacy Financial Solutions, we believe that every individual has the power to shape their financial destiny and leave a lasting legacy for future generations. Our philosophy is rooted in the core values of integrity, trust, and excellence, guiding us as we help our clients navigate the complexities of the financial world and achieve their long-term goals.
Our Focus
Our Focus at Legacy Financial Solutions revolves around one central theme: Empowering our clients to build a secure financial future while preserving their unique legacy for generations to come. We understand that each individual’s financial journey is as distinct as their fingerprint, which is why we take a personalized approach to every client relationship. Our comprehensive financial planning services encompass all aspects of wealth management, from retirement planning and investment strategies to estate planning and risk management. With a steadfast commitment to integrity, trust, and excellence, we guide our clients through every stage of their financial lives, helping them navigate challenges, seize opportunities, and achieve their long-term goals. At Legacy Financial Solutions, we’re not just advisors – we’re partners in your journey towards financial success and legacy preservation.