Member Profile

About Us

New Legacy Financial, Inc. (formerly Jones & Anderson CPA Group in the Franklin area) was founded with a mission to help individuals and businesses align their tax planning strategies with their overall financial planning blueprint to have a more complete vision of what, where, and how to fully achieve their legacy. Their firm provides outstanding service to their clients because of their dedication to the three underlying principles of professionalism, responsiveness and quality.

New Legacy provides quality:

• Tax preparation and planning
• Business and Farm Accounting and Bookkeeping
• Payroll Processing
• Retail Brokerage
• Wealth Management
• Retirement Accounts
• Financial and Business Planning, Analysis, and Strategy Design

In addition to Franklin, they also have locations in Columbus, Seymour and Scottsburg.