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Providing our clients the opportunity to live great lives.

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It starts with a conversation.

Financial Life Planning® is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.

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Personal. Purposeful. Perspective.

Wealth management should be a personal experience. Your unique life goals should be considered along with your risk tolerance. Only then can a customized portfolio be constructed in which each investment holding has a specific purpose. Legacy Consulting Group brings an objective perspective to the ongoing management process so that emotions don’t dictate wrong investment actions.

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Contact 5000 Legacy Drive, Suite 450, Plano, TX 75024  |   P: (972) 599-4750 |   F: (972) 599-4751