Meet the professionals who can help you pursue your goals
We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Legacy Financial Solutions, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Stephen N. Mathieu, ChFC®, CLU®, RHU® Founder and President
Stephen has been entrenched in the financial industry for over 40 years. After earning a bachelor’s degree in accounting from the University of Massachusetts, he’s continued his education by earning an extensive list of professional designations, including Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Registered Health Underwriter® (RHU®).
Steve is licensed to sell investment and insurance products. He’s also a member of the Million Dollar Round Table and the Society of Financial Service Professionals. Additionally, Steve was named a Five Star Wealth Manager in 2017 because of his high overall satisfaction rating by clients, peers and industry experts. This award puts him in a distinguished group of just 4% of all wealth managers in the state.
Steve often shares his financial expertise with those in his community. He teaches courses in tax, business and estate planning. He also conducts informational workshops for the public and professionals and has written a number of articles dealing with financial and estate planning issues.
Steve’s financial know-how has also been featured on radio and television programs, including “CBS Good Morning.” His articles have appeared in the Elder Law Journal of the American Bar Association, as well as Wall Street Select, ABC, CBS, CEOWorld Magazine, Fox and NBC.
An active member of his community, Steve is the founder of the St. Catherine School Charitable Foundation and the St. Joseph School Charitable Foundation. He coaches hockey and has served on the board of directors for the New Hampshire Legends of Hockey.
Jean Mathieu, CLU® Vice President
Jean has been an Investment Advisor Representative and a licensed insurance agent since 2005.
Jean earned her Bachelor of Science from the University of Wisconsin. Along with being a Life and 10-year Qualifying member of the Million Dollar Round Table and of the Society of Financial Service Professionals, Jean was also named a Five Star Wealth Manager in 2019 as the direct result of her superior service and customer satisfaction ratings.
Along with the dedication Jean shows her clients, she is fully committed to her community. She has served on the board of trustees of Opera New Hampshire, the Downtown Manchester Board of Advisors of the Granite YMCA of New Hampshire, as a member of the finance committee of the Million Dollar Round Table in Chicago, and as a Rotarian for 14 years with Queen City Rotary. Jean is currently serving on the board of the Children’s Scholarship Fund in New Hampshire and is also a member of St. Marie Catholic Church in Manchester.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.