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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Estimate potential long-term care costs and what coverage may help address them.
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Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Learn about the benefits and requirements of opening a Roth IRA for kids.
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Starting a Roth IRA for a Teen
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Calculate the dividend yield of a holding and see what that means for income over time.
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Track your monthly income and expenses to get a clearer view of your cash flow.
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To Buy or Not to Buy
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When Special Care Is Needed: The Special Needs Trust
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What are your options for investing in emerging markets?