What Our Clients Say About Us

"Pat is so good at explaining to me how my financial plan is working. She helped me retire so I could live my dream of working with horses."

- Retired & Thriving Female
Spokane, WA

"We have put our trust in Pat Baxter and the team at Reap Legacy for several years. Her expert guidance, insightful knowledge of financial markets, and active listening skills have given us complete confidence that our retirement plan is solid. We feel very lucky to have such a skilled and thorough partner in retirement planning."

- Couple 
Forestville, CA

"Finances are an important personal topic and Pat brings a level of confidence I would not have doing this solely on my own. I highly recommend working with her and her assistant Tatiana."

- Single Female 
Larkspur, CA

"Having Pat as our financial advisor with her vast investment knowledge and genuine care in our best interest; she provided a short- and long-term plan to help us better understand and improve our current financial position to be in a better position when the day we both hang up the 9-5/M-F life to retirement!"

- Couple, Federal Employees 
El Sobrante, CA

"I have been a client of Pat Kennedy Baxter at Reap Legacy, Inc for about 5 years. Pat is very knowledgeable and thorough about finances, and stays current with the changes in the financial market. She has been patient with me to ensure that I understood the different financial products and how each one operates."

- Successfully Retired Female
San Leandro, CA

"No matter the time of year, Pat is responsive to my queries about my financial portfolio. I know I can always count on Pat to keep track of things. Ever patient, Pat breaks things down for me repeatedly over time and space, if need be."

- Single Female, Entrepreneur,
Oakland, CA

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

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...
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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.

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