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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Bucket Plan to Go with Your Bucket List
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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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At what point can you call a personal vehicle commercial?
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Rightsizing for Retirement
What does your home really cost?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.