Watch This Video Learn How To Protect The People You Love And The Assets You Have

About David & Sherri

Let's Meet

Radio talk show host and president of Legacy Financial Strategies, Inc., David A. Gollner, and co-host, Sherri Marini, have more than fifty years of professional financial insight and experience that makes “Helping you enjoy and protect your nest egg” a reality.  

David is a Master Certified Estate Planner™, Registered Financial Consultant®, Registered Tax Preparer, graduate of Youngstown University and the IRA Institute. He’s an associate member of the American Bar Association and the Mahoning-Shenango Valley Estate Planning Council.  

Sherri is a Certified Estate Planner™, Investment Advisor, holds a BA from Slippery Rock University, Master’s Degree from the University of Pittsburgh and possesses a wealth of wisdom gleaned from her hands-on experiences working with multiple government agencies locally and in Washington, D.C.  

David, passionate about advocating for the “Mom and Pop working people”, founded Legacy Financial Strategies with the goal of growing and preserving their retirement through sound financial advice and solutions for pre-retirees, retirees, small business owners and professionals.  

Sherri, disillusioned with government bureaucracies, began her financial planning career in 1999 and soon joined her father, realizing she also has a passion for helping others.  

The father and daughter team offer experience, knowledge, compassion and multiple strategies managing wealth for performance and protection. They specialize in helping you realize your choices and maximize your retirement income through distribution, long-term care, tax, legacy and Social Security income planning.  

As your trusted advisors, Sherri and David advocate, educate and motivate you to prepare a nest egg that will last a lifetime.

Schedule An Appointment for Your Complimentary Estate Planning Analysis

In this analysis, you'll discover...

  • The best options for keeping you financial legacy safe from probate. 
  • Advanced planning techniques to reduce your estate taxes. 
  • How to prevent family discord and costly legal expenses through an estate plan.
  • How to protect your assets from unforseen creditors. 
  • Plus, how to efficiently transfer you estate to your heirs in an orderly manner.
SCHEDULE AN APPOINTMENT

ESTATE PLANNING ANALYSIS

Receive a complimentary Estate Planning Analysis to make sure you leave more of your legacy to your loved ones.

Complimentary eBooks

In these Ebooks you will learn...

  • Why no estate is too small to protect.
  • Why it's never too early to prepare an estate plan.
  • The pitfalls of leaving your assets as joint tenancy.
  • How to accurately determine your taxable estate.
  • And much, much more! 
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Test Your Knowledge About Estate Planning 

Contact Us

Still have concerns about your estate plans? Our team is here to help. You're one click away from expert answers to your most critical estate planning questions.

Address: Legacy Financial Strategies, Inc. 3087 Innovation Way Hermitage, PA 16148  

Call Us: Phone: 724-983-1617 Toll Free: 800-264-4963  

Website: www.leavealegacy.com www.innovationtaxservice.com

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