News

Roger Shake Presents at Veteran Roundtable Webinar

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^®.

New Website Launched!

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.

News

Roger Shake Presents at Veteran Roundtable Webinar » On Tuesday January 12th, 2010 from 11:00am to 12:0...

New Website Launched! » You may have noticed we just launched a new websit...

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