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What We Do

Life is about more than money. It’s about keeping the promises you’ve made to yourself and the most important people in your life. Through their empathetic and educational process, Legacy Consultants Group helps their clients understand how the right financial solutions can help them honor the commitments they’ve made to themselves and their loved ones.

Legacy Consultants Group has access to a vast array of resources to help their clients achieve their financial goals. LCG’s unique open architecture framework means they can select the right financial tools for their clients. LCG’s relationship with experienced business, legal and tax planning professionals brings a wealth of specialized knowledge to their clients’ planning needs.

Regardless of your situation, LCG has the experience, resources and capabilities to help you keep the promises you’ve made to yourself and the people who mean the most to you.

LCG’s areas of expertise include:

  • Wealth Management- taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes* and market fluctuations.

  • Retirement Planning - providing you with the tools and strategies to help you accomplish your retirement dreams.

  • Family Protection - preserving your assets and protecting your income amid life's uncertainties.

  • Educational Funding - positioning your resources to achieve your goals for higher education.

  • Estate Planning Strategies** - helping you preserve what you have worked hard to build and plan for the distribution of your assets to heirs.

  • Business Succession Planning - Our succession strategies are tailored to your wealth-transfer objectives. We provide life insurance and disability income insurance funding for Buy-Sell Agreements to provide for the orderly disposition of closely held business assets.

  • Long-Term Care Insurance - protecting your assets from the rising costs of long-term care that can affect your financial future and that of your loved ones.

  • Disability Income Insurance - protecting your current income stream and future earnings in the event of a disability.

*Representatives of the John Hancock affiliated companies do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.

**The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.