Legacy Financial Strategies, Inc.

Legacy Financial Strategies, Inc. No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Legacy Financial Strategies, Inc.

Visit us: www.legacyfinancialservice.com or give us a call: (724) 983-1617 specializes in helping seniors enjoy and protect their nest eggs. With a team of Advisors including CPAs, attorneys, loan officers, tax preparers, and realtors available to assist you in the planning process. David Gollner has been working in Estate Planning and Financial Services Industry since 1970. Sherri Marini, joined

her father David in 1999 and together they are dedicated to providing their clients with the professional and individual attention necessary, including avoiding probate, reducing taxes, maximizing social security benefits, maintaining their standard of living in retirement & avoiding Medicaid spend down due to catastrophic illness, to achieve their financial goals. They are committed to serving and educating retirees to take control of their investments, income taxes, and their futures.

06/25/2026

Investment tax planning can help you maximize after-tax returns on your investments. Tax planning for specific types of investments helps you identify which types of investments are best suited to your unique situation. Because different types of investments produce income or gain that may be taxed....

06/24/2026

The Fed held rates steady again, but mortgage rates are more closely tied to bond-market signals that can shift when oil prices move.

06/23/2026

The $100K sticker price is fiction. Elite private colleges are often cheaper than public—if you know the game

06/22/2026

A new study tracked the "biological age" of people who swapped some of their meat for more veggies. Eating more vegetables and complex carbohydrates seemed to improve basic health metrics. Importantly, people didn't lose strength when they cut back on animal protein, from 50% to 30%.

06/21/2026

Tax-planning strategies for California's ultra wealthy include buying dream vacation homes and increasing philanthropy.

06/20/2026

Kevin Warsh walks into his first meeting as Federal Reserve chairman this week in an awkward spot. He argued for rate cuts. The conversation at the Fed has shifted the other way.

06/19/2026

Regulation doesn’t destroy strong companies — it exposes weak ones. Here's how businesses built on trust, compliance, and operational discipline are better positioned to survive as industries mature and scrutiny increases.

06/18/2026

High-deductible health plans—or no insurance at all—are leaving healthy workers one unexpected procedure away from falling into a financial hole.

06/17/2026

Employees holding multiple jobs may seem like a compliance issue on the surface, but the real story is what the trend reveals about trust, retention and the future of work.

06/16/2026

The Knicks could clinch their first NBA Championship in decades on Saturday. For some fans, that basketball fever dream is creating a wedding nightmare.

Address

Hermitage, PA
16148

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 5:30pm

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