Legacy Estate Financial Group

Providing investment, individual plans of insurance, estate planning and estate closing facilitation services

Legacy Estate & Financial Group, Inc., was originally founded in 1985 as the Robert Stuart Agency, Inc. Over the years, substantial expansion of client services and product selection has occurred.

Our mission is to assist the general public with their retirement and estate planning needs.

Our approach is to utilize sound planning strategies in everything we do. This planning incorporates understanding and a shared sense of mission with each of our clients.

Dr. Robert K. Stuart, Ed.D., RFC Registered Representative, Sigma Financial Corporation, Member NASD and SIPC

Robert K. Stuart has been in the financial services industry since 1985. Prior to starting Legacy Estate and Financial Group (formerly known as The Stuart Agency), he worked in public education for twenty-two years starting as a teacher and working his way into administration. He received his B.S. and M.A. from Central Michigan University and his Ed.D. from Wayne State University.

Linda Simmonds has worked at the Legacy Estate & Financial Group since October 1986. She is life licensed in the State of Michigan and is responsible for processing all of our financial planning business.

James Simmonds has been with us since November 1998. He's our resident "bean counter" and handles all accounting aspects of the business. Jim has his Series 7 and Series 66 licenses and is variable and life licensed for the State of Michigan.

Kerry Prout has been on board since May 2000. She received her BBA from the University of Michigan-Flint in 1999. Along with her administrative assistant duties, she also is responsible for working with the attorney we utilize for estate planning.