Wealth Management

We have partnered with Birmingham-based RFG Advisory for 1-1 advice to help you plan your future.

RFG Advisory

We take a personalized approach to individual wealth management, retirement planning, and business owner and executive strategies—it’s tailor-made for you.

Your Wealth Advisor

Meet Clay Aho, RFG Advisory Financial Advisor dedicated to serving Legacy Credit Union members.

Investing

Work 1-1 with RFG Advisory to construct an investment portfolio customized to meet your needs – retirement income, education, wealth transfer, taxes. What’s important to you,

Financial Planning

The right financial plan seeks to help you make the most of your money. Just a few hours of planning today may make life brighter in the future.

Meet Clay Aho
Chartered Financial Analyst ®
Your Dedicated 1-1 Wealth Advisor

A Wealth Advisor for more than 15 years, Clay Aho is passionately committed to his clients and helping them to pursue their investment goals.

"I want my clients to see me as more than someone they turn to for investment advice, I want to forge a relationship so that they can live the lives they have worked hard to build.”

An Atlanta native, Clay graduated from Auburn University with a B.S. in Business Administration and Finance. Clay enjoys golfing, playing softball, and mostly spending time with his wife and 3 girls.

Schedule An Appointment

Contact Clay Aho
to learn more.

205‐510‐9075
caho@rfgadvisory.com

Its time to start planning for your future.

Financial Planning

Taking control of your future begins with a plan, and it’s never too early to get started. RFG Advisory can help you create a customized financial plan that prioritizes your goals and values and makes your money work for you.
retirement income ~ funding education ~ tax strategies
~ estate & legacy planning ~ long-term care insurance
~ corporate retirement services

Investing

If you are new to investing or you are nearing retirement and need help building an income portfolio, let RFG Advisory help you. Our long track record of trusted guidance, objective advice and investment management will guide you to pursue your financial goals.

Securities offered through Private Client Services, member FINRA/SIPC. Investment advice offered through
RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.

-Not NCUA Insured
-Not Credit Union Guaranteed
-May Lose Value

The Private Client Services Registered Representatives associated with this site may only discuss and/or
transact securities business with residents of the following states: AL, GA, IL, MS, NC, OH, OR, VA