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
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Introducing the 530A Accounts
An article explaining 530A Accounts.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
When Markets React
When markets shift, experienced investors stick to their strategy.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.