We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Dustin has been in the investment and insurance industries since 2011. After spending several years with large wealth management firms, he now assists families, individuals and business in the financial planning process, as an independent advisor, with a focus on retirement planning. Dustin maintains FINRA series 6, 63, and 7 licenses.
He attributes his inspiration for the creation of LegacyRock, Corp. to his late grandfather, and entrepreneur, Gaylord Kauffman. Gaylord's passion and commitment to helping others resulted in the creation of several organizations built to help families with their needs.
Dustin and his lovely wife, Dana, were married in 2014 and spend their free time coaching girls soccer together at Neshannock High School.
Alan has been in the wealth management industry for over 7 years. During that time, he has operated both as an advisor and as a principal, managing as many as 15 licensed individuals at one time. Alan maintains FINRA series 6, 63, 65, 7 and 24 licenses.
He has been a business owner, in several capacities, for over 10 years. His previous work experience include 7 years as a police offer just outside the city of Pittsburgh.
Alan, his wife, and 2 boys live in Pittsburgh, Pennsylvania.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.