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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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The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Comparing Investments

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Compare two different scenarios side by side to see how they stack up over time.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

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Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Grantor Retained Annuity Trusts (GRATs)

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Consider Keeping Your Life Insurance When You Retire

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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Estimate potential long-term care costs and what coverage may help address them.

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Estimate your potential federal capital gains tax liability on the sale of an asset.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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The Rule of 72

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There are three things to consider before dipping into retirement savings to pay for college.

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This short video helps explain why markets can be as unpredictable as the weather.

Exit Strategies of the Rich and Famous

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Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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