In 2008, Kim Allen, along with Scott Allen and Tim Smith, founded Legacy Group Planning to help members navigate their financial futures with a focus on their specific needs rather than promoting a brand.
Motivated by the 2008 financial crisis, Kim pursued a career in finance, viewing it as a service to others. With extensive entrepreneurial experience since 1994, he has supported numerous businesses and individuals across various sectors, including agriculture and industrial tools.
Kim studied business management at BYU Idaho, where he met his wife, Jenny; they married in 1993. He grew up on a farm in Delta, Ohio, which instilled in him a love for a simple lifestyle and rural living.
Family is a top priority for Kim and Jenny, who have three children and a standard poodle named "Sig." While he has received many awards, his greatest pride lies in his family.
An active individual, Kim enjoys off-roading with the Glass City Crawlers, participates in shooting sports, and is a licensed amateur radio operator. He has also served his church community in Argentina during his youth.
Described as loyal, approachable, and knowledgeable, Kim advocates for justice while cherishing his family, faith, and country.
Tim, a beloved Northwest Ohio native, has been happily married to his darling Dawn since September 1988. Together, they’ve raised two amazing daughters and now delight in the joys of their many cherished grandchildren! After a remarkable career spanning nearly 40 years in business, Tim, nearing retirement, continues to share his wisdom by consulting and helping folks make wise financial decisions as a trusted Investment Advisor Representative. With his warm, heartfelt approach, he’s a proud member of the National Ethics Association, a valued part of the Better Business Bureau, and a licensed insurance agent, always eager to guide families toward a secure future.
Scott, a distinguished professional from Northwest Ohio, is renowned for his approachable and trustworthy demeanor, making him a valued ally to clients and colleagues alike. He met his wife, Marsha, at church, and they have been happily married since July 1989. Together, they have raised six wonderful children—three sons and three daughters—and they continue to welcome grandchildren to their growing family. With over 30 years of expertise, Scott excels in guiding individuals and families through complex financial, medical, and estate planning decisions. Recognized as a top performer in the financial and insurance industries, he is a "Green-Line" account expert and a licensed insurance agent. Scott’s commitment to integrity is evident through his approved membership in the National Ethics Association and his affiliation with the Better Business Bureau. As a dedicated retirement consultant, he provides tailored solutions to secure clients’ futures with precision and care.
Andrew, a seasoned financial professional based in Northwest Ohio, brings over 25 years of expertise in guiding individuals and families through critical financial decisions. As a dedicated Income Planning Specialist and Investment Advisor Representative, he is committed to delivering tailored strategies that prioritize his clients’ long-term financial security. Andrew is a licensed insurance agent and a proud member of the National Ethics Association and the Better Business Bureau, reflecting his unwavering commitment to integrity and excellence. Married to Michelle since June 2001, they are raising three sons and one daughter, with Andrew actively involved as a coach for their sports teams, demonstrating his leadership and community engagement. His professional credentials and family-oriented values make him a trusted advisor for those seeking sound financial guidance.
Evan Allen joined Legacy Group Planning in 2014 as a specialist in protecting clients’ retirement money. He grew up in the business that founders, Kim, Scott, and Tim started, and it was always something he wanted to do.
He enjoys helping members keep their hard-earned money safe every day. Evan loves building relationships with members, which makes working with them an enjoyable experience. He believes Legacy Group differentiates itself by having a down-to-earth team and keeping retirement simple for clients. Listening to clients helps him better understand their members’ needs.
Those who work with Evan say he has good ideas and can create useful spreadsheets. His colleagues might also say that he is frugal and likes to crack jokes too much. He is also an Eagle Scout in the Boy Scouts of America.
When Evan is not helping retirees, he enjoys spending time with his wife Samantha whom he affectionately calls Sammie, and two sons Vincent and Desmond. Additionally, he enjoys reading books and watching football and basketball. He also owns a boa constrictor snake who really likes to hug people.
Ethan was raised in Northwest Ohio and a Marine veteran. He and his wife Cheyenne are high school sweethearts and have been married since February of 2016. They have two huskies and enjoy spending time with friends and family. Ethan is a "Green-Line" account expert. Member of the National Ethics Association. Member of the Better Business Bureau. Retirement Consultant. Licensed Insurance Agent.
