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Legacy Consulting Group
Our Philosophy
Clients
Meet Your Team
Process
Transitions
FAQ
Disclosures
Blog
Contact Us
Our Philosophy
Clients
Meet Your Team
Process
Transitions
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7/1/26 7/1/26

Help Us Celebrate Legacy Consulting Group’s 2026 Five Star Wealth Managers

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5/13/26 5/13/26

The Buck stops here!

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3/17/26 3/17/26

The Dash Between

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2/24/26 2/24/26

The New Reality of Scams: What Every Client Should Know

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10/8/25 10/8/25

Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2025

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8/6/25 8/6/25

Excellence Recognized: Legacy Consulting Group Team Among 2025 Five Star Wealth Managers

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7/21/25 7/21/25

The Legacy Perspective - July 2025

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1/16/25 1/16/25

The Legacy Perspective - January 2025

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11/25/24 11/25/24

An Abundant Thanksgiving Week

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11/12/24 11/12/24

Drew has a great October!

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10/31/24 10/31/24

Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2024

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10/15/24 10/15/24

Baby “Tina”

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8/1/24 8/1/24

Legacy Consulting Group team members recognized as Five Star Wealth Managers

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7/25/24 7/25/24

Clarity for Heirs!

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7/10/24 7/10/24

The Legacy Perspective - July 2024

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6/13/24 6/13/24

What Is Your Story?

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5/14/24 5/14/24

Converting a 529 Plan to a Roth IRA

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2/22/23 2/22/23

SECURE Act 2.0 – Does It Impact You?

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1/24/23 1/24/23

The Legacy Perspective - January 2023

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12/16/22 12/16/22

And the winner is…

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ABOUT US

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.

LEGACY CONSULTING GROUP

5340 LEGACY DRIVE, SUITE 165
PLANO, TX 75024

P. 972-599-4750

HOURS:
M-TH 8:30 - 5:00 F 8:30 - 12:00

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