(510) 409-0086
pat@reaplegacy.com
Client Login

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
Learn More

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More

Our Clients Are Our Priority

At Reap Legacy, our clients are our focus. We know you work hard, and we want your investments to work hard for you.

Fiduciary

Operating under a fiduciary, we’re bound legally & ethically to act in your best interests.

Independent

With many & diverse solutions to choose from, we always offer the solution that is best for you. Period!

Holistic

We take a holistic approach to planning because many aspects of your life impact your future.  Our approach is very thorough, detailed and effective.

Stay Ahead of the Curve

We work hard to keep you abreast and educated about important financial matters with up to date articles and videos.

Meet Our Advisor

Pat Kennedy Baxter

Pat Kennedy Baxter

Licensed Financial Advisor, Retirement Income Specialist, Insurance Broker

(510) 409-0086

pat@reaplegacy.com

As a financial advisor, Pat Kennedy Baxter has assisted numerous and varied clients in reaching their financial and aspirational retirement goals since 2002. She is both securities licensed and holds insurance licenses from many States...
Read more

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

Have a Question?

Thank you!
Oops!