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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

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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Helpful Content

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How federal estate taxes work, plus estate management documents and tactics.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

How Retirement Spending Changes With Time

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how much you have the potential to earn during your working years.

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Estimate your monthly and annual income from various IRA types.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

RE: Retirement

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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