4/28/25 4/28/25 The Legacy Perspective - April 2025 Read More 1/16/25 1/16/25 The Legacy Perspective - January 2025 Read More 11/25/24 11/25/24 An Abundant Thanksgiving Week Read More 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 4/24/24 4/24/24 The Legacy Perspective - April 2024 Read More 2/13/24 2/13/24 Why HNW College Families Should File the FAFSA Read More 1/5/24 1/5/24 The Legacy Perspective - January 2024 Read More 12/18/23 12/18/23 AWE and WONDER Read More 11/21/23 11/21/23 An Abundant Thanksgiving Week Read More 11/6/23 11/6/23 Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2023 Read More 10/19/23 10/19/23 The Legacy Perspective - October 2023 Read More 9/15/23 9/15/23 2023 Hotter’N Hell Hundred Read More Legacy Consultant Group 8/22/23 Legacy Consultant Group 8/22/23 Legacy Consulting Group team members recognized as 2023 Five Star Wealth Managers Read More Older Posts
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
11/6/23 11/6/23 Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2023 Read More
Legacy Consultant Group 8/22/23 Legacy Consultant Group 8/22/23 Legacy Consulting Group team members recognized as 2023 Five Star Wealth Managers Read More
