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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11/21/22 11/21/22

An Abundant Thanksgiving Week

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11/10/22 11/10/22

Veterans Day – Lest We Forget

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11/3/22 11/3/22

Powerball Jackpot

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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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In the News, Videos 10/18/22 In the News, Videos 10/18/22

The Legacy Perspective – October 2022

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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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