11/12/24 11/12/24

Drew has a great October!

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10/31/24 10/31/24

Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2024

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10/15/24 10/15/24

Baby “Tina”

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8/1/24 8/1/24

Legacy Consulting Group team members recognized as Five Star Wealth Managers

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7/25/24 7/25/24

Clarity for Heirs!

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7/10/24 7/10/24

The Legacy Perspective - July 2024

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6/13/24 6/13/24

What Is Your Story?

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5/14/24 5/14/24

Converting a 529 Plan to a Roth IRA

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4/24/24 4/24/24

The Legacy Perspective - April 2024

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2/13/24 2/13/24

Why HNW College Families Should File the FAFSA

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1/5/24 1/5/24

The Legacy Perspective - January 2024

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12/18/23 12/18/23

AWE and WONDER

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11/21/23 11/21/23

An Abundant Thanksgiving Week

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11/6/23 11/6/23

Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2023

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10/19/23 10/19/23

The Legacy Perspective - October 2023

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9/15/23 9/15/23

2023 Hotter’N Hell Hundred

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Legacy Consultant Group 8/22/23 Legacy Consultant Group 8/22/23

Legacy Consulting Group team members recognized as 2023 Five Star Wealth Managers

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7/24/23 7/24/23

The Legacy Perspective - July 2023

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6/1/23 6/1/23

What risks are lurking in your investment portfolio?

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4/20/23 4/20/23

The Legacy Perspective - April 2023

Reflecting back on over 30 years in the financial planning and investment world, “March Madness” has been found to exist in the financial markets, and this past March was no exception.

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