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 Us
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Regardless of how you approach retirement, there are some things about it that might surprise you.
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Here's a breakdown of how the federal government spends your tax money.
A letter of instruction provides additional and more personal information regarding your estate.
How literate are you when it comes to your finances? Brush up with these five basics.
Overview of Medicare Advantage, what’s in them, special rules, and more.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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Agent Jane Bond is on the case, cracking the code on bonds.