Ask Yourself...
What is the one thing in your life that is delaying you from experiencing joy?
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Ask Yourself...
What steps have you taken to assure that your spouse is financially prepared?
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Ask Yourself...
How confident are you that your plan will succeed when you are no longer managing it?
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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 UsHelpful Content
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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.
Retirement Savings Essentials in your 30s
Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Infographic: Personal Finances Are Like A Game of Golf
What do golf and personal finances have in common? A lot of things, but the key is confidence.
5 Tips for Smarter Decisions in Turbulent Times
Take the long view - 5 tips for staying on track even during volatile times
7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Video: A Time to be Thankful
This Thanksgiving, replace internal fears with external gratitude.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.