what we do
Financial Life Planning
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.
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.
How We Do It
We provide our clients the opportunity to live a great life by leading them through a series of conversations about what they want their lives to look like.