A Trusted Introduction
Starts Here

Refer a client, friend, family member, or colleague directly to Legacy Retirement & Estate Strategies. Choose how they’d like to meet, select a live available time, and we’ll take it from there.

Live AvailabilityEasy SchedulingNo Phone Tag

Step 1 • Choose How to Meet

Three Convenient Ways to Connect

In-Person

Option 01

Meet at the Legacy Office

Private, face-to-face meeting at our office.

260 33rd Ave SW, Suite H, Cedar Rapids, IA 52404

At-Home Comfort

Option 02

Meet at Your Home

We come to you.

Virtual or Phone

Option 03

Phone / Video

A convenient way to connect from anywhere.

Step 2 • Live Availability

Choose a Time That Works

Live Scheduling with Thad Thomason

Direct Calendar Access•Confidential & Secure•Instant Confirmation

Live Openings

No login or account creation requiredSelect your preferred meeting format above or directly below

Quick & Seamless

How It Works

1
Choose the meeting style
Select Office, Home, or Phone/Video
2
Select a live available time
Pick a date & time directly on the calendar
3
Enter a few details
Share their name, contact info, and who introduced them
4
We’ll handle the next steps from there
We confirm promptly and prepare a welcoming consultation

Three Convenient Ways to Connect

Meet at the Legacy Office

Meet at Your Home

Phone / Video

Choose a Time That Works

How It Works

Choose the meeting style

Select a live available time

Enter a few details

We’ll handle the next steps from there