Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Susan Schroeder

President, The Legacy Source

As a financial advisor, Susan plays a vital role in helping her clients achieve their retirement goals and navigate through the complexities of financial and estate planning. Her commitment to excellence, dedication to understanding her clients’ specific needs, and focus on building comprehensive solutions make her an invaluable partner in their financial planning journey.

By carefully listening to her clients’ needs and goals, Susan gains a deep understanding of their aspirations and concerns. This knowledge allows her and her team to craft comprehensive solutions and income-for-life strategies that address both short-term financial needs and long-term retirement objectives. From wills and trusts to long-term care (LTC), short-term care (STC), life insurance, and annuities, Susan’s services cover a wide range of financial tools to protect her clients and their families. Her ultimate goal is to advance her clients’ financial security, facilitate the lifestyles they desire, and bring them the peace of mind they deserve.

Susan resides in sunny southern California, and in her spare time, she enjoys spending time with family and friends, serving her community, traveling, gardening, cooking, and exploring beaches and the great outdoors. She is an active member of her church and is passionate about conveying the importance of spiritual fellowship and sharing God’s ultimate “retirement” plan with others.

“It is the satisfaction of making a positive impact in people’s lives that fuels my passion for guiding clients through the planning process. Knowing that our services make a difference, bring value to our clients’ day-to-day lives, and help them attain peace of mind and the freedom to pursue their dreams is why I do what I do with unwavering dedication and enthusiasm.”

Why a Lion?

“The Legacy Source Lion” logo encapsulates our essence, values, and identity. It signifies strength, courage, and protection – essential qualities for building a stable financial future in retirement and estate planning. The lion also connects to God’s power. The crown represents wise stewardship of wealth and assets, reflecting leadership and commitment to a lasting legacy, echoing the eternal reward in Christianity. The shield signifies safeguarding loved ones through comprehensive planning, drawing a parallel to God’s protective nature. These symbols embody our mission to inspire purposeful financial decisions, creating enduring legacies reflecting values and principles for generations.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.