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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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Will Power

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Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How Income Taxes Work

A quick look at how federal income taxes work.

A Bucket Plan to Go with Your Bucket List

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This article may help you maximize the benefits of your donation for your chosen charity.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

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

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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How will you weather the ups and downs of the business cycle?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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