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0 Skip to Content Our Philosophy Clients Meet Your Team Process Transitions Resources FAQ Disclosures Blog Contact Us Open Menu Close Menu Our Philosophy Clients Meet Your Team Process Transitions Resources FAQ Disclosures Blog Contact Us Open Menu Close Menu Our Philosophy Clients Meet Your Team Process Transitions Folder: Resources Blog Contact Us Back FAQ Disclosures BRING YOUR WEALTH TO LIFE Discover how we’re impacting the lives of our clients LIFE REIMAGINED Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money. GET TO KNOW YOU It starts with a conversation. We take the time to understand your hopes, dreams, and concerns. BUILD YOUR STORY Each and every life experience is different. We’re here for you every step of the way. CUSTOMIZED STRATEGY Together we will build a unique plan to put you on the path to financial independence. ACCOUNTABILITY COACH Change is the essence of life. We’re here to support you at every turn. -------------------------------------------------------------------------------- CLIENT PROFILES Georgia Losing a Loved One READ MORE Jennifer Finding Your Own Path READ MORE Noah & Emma Selling Your Business READ MORE BRING YOUR WEALTH TO LIFE IT STARTS WITH A CONVERSATION -------------------------------------------------------------------------------- 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 CONNECT WITH US www.legacyconsultinggroup.com IMPORTANT DISCLOSURES | FORM CRS | PRIVACY STATEMENT 2023 Legacy Consulting Group. All Rights Reserved --------------------------------------------------------------------------------