11/12/24 11/12/24

Drew has a great October!

Read More

10/31/24 10/31/24

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

Read More

10/15/24 10/15/24

Baby “Tina”

Read More

8/1/24 8/1/24

Legacy Consulting Group team members recognized as Five Star Wealth Managers

Read More

7/25/24 7/25/24

Clarity for Heirs!

Read More

7/10/24 7/10/24

The Legacy Perspective - July 2024

Read More

6/13/24 6/13/24

What Is Your Story?

Read More

5/14/24 5/14/24

Converting a 529 Plan to a Roth IRA

Read More

2/22/23 2/22/23

SECURE Act 2.0 – Does It Impact You?

Read More

1/24/23 1/24/23

The Legacy Perspective - January 2023

Read More

12/16/22 12/16/22

And the winner is…

Read More

11/21/22 11/21/22

An Abundant Thanksgiving Week

Read More

11/10/22 11/10/22

Veterans Day – Lest We Forget

Read More

11/3/22 11/3/22

Powerball Jackpot

Read More

In the News, Videos 10/27/22 In the News, Videos 10/27/22

Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2022

Read More

In the News, Videos 10/18/22 In the News, Videos 10/18/22

The Legacy Perspective – October 2022

Read More

In the News, Videos 9/15/22 In the News, Videos 9/15/22

Life Is Just A Bowl Of Cherries

Read More

In the News, Videos 8/12/22 In the News, Videos 8/12/22

Legacy Consulting Group Team Members Named Five Star Wealth Managers

Read More

Uncategorized 7/29/22 Uncategorized 7/29/22

Thank You for 25 Years

Read More

Uncategorized 5/31/22 Uncategorized 5/31/22

"I Like Warm Hugs"

Read More