11 January 2010

On Tuesday January 12th, 2010 from 11:00am to 12:00pm PST, Legacy Consulting Group co-founder Roger Shake, CFP^® will be part of a Veteran Roundable Teleconference on "Creative Connections: Thinking Outside the Box with Your Clients" organized by Money Quotient. He'll be presenting alongside Bob Cole, CLU, ChFC, CFP^® , Marty Kurtz, CFP^® and Cicily Maton, CFP^®. 

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11 January 2010

You may have noticed we just launched a new website layout. Existing clients will now notice also that we have implemented a new document vault system so that you can now access all your account reports and forms online. Login information for this system will be distributed to clients soon.