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Legacy Consulting Group
Our Philosophy
Clients
Meet Your Team
Process
Transitions
Resources
FAQ
Disclosures
Blog
Contact Us
Our Philosophy
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Meet Your Team
Process
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Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2022
In the News, Videos 10/27/22 In the News, Videos 10/27/22

Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2022

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The Legacy Perspective – October 2022
In the News, Videos 10/18/22 In the News, Videos 10/18/22

The Legacy Perspective – October 2022

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Life Is Just A Bowl Of Cherries
In the News, Videos 9/15/22 In the News, Videos 9/15/22

Life Is Just A Bowl Of Cherries

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Legacy Consulting Group Team Members Named Five Star Wealth Managers
In the News, Videos 8/12/22 In the News, Videos 8/12/22

Legacy Consulting Group Team Members Named Five Star Wealth Managers

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The Legacy Perspective - June 2022
Financial Life Planning, In the News, The Legacy Perspective 6/24/22 Financial Life Planning, In the News, The Legacy Perspective 6/24/22

The Legacy Perspective - June 2022

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The Legacy Perspective - April 2022
In the News, Investing, The Legacy Perspective 4/12/22 In the News, Investing, The Legacy Perspective 4/12/22

The Legacy Perspective - April 2022

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Double Trouble
Financial Life Planning, In the News, Investing 3/11/22 Financial Life Planning, In the News, Investing 3/11/22

Double Trouble

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The Legacy Perspective - April 2021
In the News, Investing, The Legacy Perspective Legacy Consultant Group 4/29/21 In the News, Investing, The Legacy Perspective Legacy Consultant Group 4/29/21

The Legacy Perspective - April 2021

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The Legacy Perspective - January 2021
In the News, Investing, The Legacy Perspective Legacy Consultant Group 1/27/21 In the News, Investing, The Legacy Perspective Legacy Consultant Group 1/27/21

The Legacy Perspective - January 2021

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Stuck In The Middle
Financial Life Planning, In the News, Investing Legacy Consultant Group 11/18/20 Financial Life Planning, In the News, Investing Legacy Consultant Group 11/18/20

Stuck In The Middle

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The Legacy Perspective - October 2020
Financial Life Planning, In the News, Investing, The Legacy Perspective Legacy Consultant Group 10/23/20 Financial Life Planning, In the News, Investing, The Legacy Perspective Legacy Consultant Group 10/23/20

The Legacy Perspective - October 2020

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Legacy Consulting Group's 2020 Recognitions
Financial Life Planning, In the News Legacy Consultant Group 9/22/20 Financial Life Planning, In the News Legacy Consultant Group 9/22/20

Legacy Consulting Group's 2020 Recognitions

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The Legacy Perspective - July 2020
In the News, Investing, The Legacy Perspective Legacy Consultant Group 7/8/20 In the News, Investing, The Legacy Perspective Legacy Consultant Group 7/8/20

The Legacy Perspective - July 2020

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2020 Social Security and Medicare changes
In the News Legacy Consultant Group 6/9/20 In the News Legacy Consultant Group 6/9/20

2020 Social Security and Medicare changes

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The Legacy Perspective - April 2020
Financial Life Planning, In the News, Investing, The Legacy Perspective Legacy Consultant Group 4/23/20 Financial Life Planning, In the News, Investing, The Legacy Perspective Legacy Consultant Group 4/23/20

The Legacy Perspective - April 2020

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That Discomfort You Are Feeling Is Grief
In the News Legacy Consultant Group 4/14/20 In the News Legacy Consultant Group 4/14/20

That Discomfort You Are Feeling Is Grief

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CARES Act and You
In the News Legacy Consultant Group 4/9/20 In the News Legacy Consultant Group 4/9/20

CARES Act and You

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Steve talks about COVID-19
In the News, Videos Legacy Consultant Group 4/6/20 In the News, Videos Legacy Consultant Group 4/6/20

Steve talks about COVID-19

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The Legacy Perspective - January 2020
Financial Life Planning, In the News, Investing, The Legacy Perspective Legacy Consultant Group 1/14/20 Financial Life Planning, In the News, Investing, The Legacy Perspective Legacy Consultant Group 1/14/20

The Legacy Perspective - January 2020

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Legacy Consulting Group's Coats for Kids
In the News Legacy Consultant Group 1/8/20 In the News Legacy Consultant Group 1/8/20

Legacy Consulting Group's Coats for Kids

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Legacy Consulting Group is a fee-based wealth management firm located in Plano, Texas. Our team has decades of experience, and industry recognized professional designations. We bring your wealth to life.

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PLANO, TX 75024

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