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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
