"We Answer the Questions You Didn't Know to Ask"
"Wherever wealth is accumulated someone will be there to try and steal it."
-R. Nelson Nash
"Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending."
-Carl Bard
"If I had to give advice, it would be keep out of Wall Street."
-John D. Rockefeller
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"Complexity is the enemy of execution"
-Liam
The Mission of Legacy Consultants
Legacy Consultants, LLC is a conglomerate of financial services and financial networking focused on tax free retirement ideas as well as allocations of TOD's, POD's, wills, and trust and the implementation of accounting and legal services for pre and post retirees. We provide a networking group of RFC's, Insurance Agents, Accountants, Attorneys, and Brokers, with well over 100 years of combined experience.
Educating and networking allows Legacy Consultants to stand alone as a unique firm which provides an educated approach along with consulting and non-commission based ideas and direction which consists of a highly skilled networking, financial coaches as well as a complete design team specific to your particular objectives.
Gathering and deciphering a correct strategy and focus for each individuals goals and objectives which creates a clear and easy path to a tax free retirement.
Allowing each individual or individuals to receive non-commission based feedback which allows them the freedom of individualized strategies as well as protections in all aspects of pre and post-tax free retirement planning, with no hidden agenda.
Collecting proper individualized information that creates a unique window and an opportunity to provide a retirement plan where the realistic view is much better looking forward. We have a unique perspective for pre and post retirees that allow us to separate our firm from most commission based financial planners, brokers and estate planners.
You, the client, are as unique as the firm you have chosen. We protect and create a comfortable retirement with flexibility and freedoms that you choose. With well over 100 years of combined experience Legacy Consultants LLC creates a broad new approach to the retirement market. We answer the questions you didn't know to ask.