Who Is LCG?
What do you want your legacy to be? What values do you want to be remembered by and instill in future generations?
At Legacy Consultants Group, we help you transfer your true worth -- your values, not your value – to future generations.
We believe your legacy isn’t just about the money you leave behind. It’s about the values you leave behind.
We partner with families to help them uncover the “why” behind the decisions they make about money.
Then we use that knowledge to help them make the financial decisions that are the right ones for them and the people they love.
We encourage you to think about your life’s vision first and your financial results second.
We guide you to think about the impact your financial choices will have beyond your lifetime.
At Legacy Consultants Group, we believe a relationship with us will help you make an impact on generations to come.
Contact UsHelpful Content
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The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
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This article will help your clients with blended families think and prepare their estate strategy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Learn how the review process works and how it may help you better understand your Life Insurance.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Estimate the potential monthly income your IRA balance could generate in retirement.
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Learn about the importance of having an estate strategy in this helpful and informative video.
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When markets shift, experienced investors stick to their strategy.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.