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Legacy Consulting Group
Legacy Consulting Group
Rate this
Firm
Plano, TX
Serving Clients Nationwide
Bring Your Wealth To Life
Primary Advisor Locations
Roger Shake, CFP®, RLP®, CeFT®
Matthew Quinn, CFA®
Steven Wachs, CFP®
Jennifer Schmitt, CFP®, CPA
Legacy Consulting Group
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Us
Legacy Consulting Group is a wealth management firm located in Plano, Texas. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make. We call it a Life Reimagined.We believe 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.
So, what do we believe makes us unique?
✅ We ask, listen, and advise. We take the time to get to know you and what you are trying to accomplish. By asking the right questions and listening to your answers, we believe we are better positioned to then provide advice that can carry you through life's transitions.
✅ We are experts in transition, life/financial & investment planning. Our team of experts have decades of experience in the industry. We also have industry-recognized designations with four CERTIFIED FINANCIAL PLANNER™ Professionals, one Chartered Financial Analyst (CFA®), one Certified Public Accountant (CPA), one Registered Life Planner, and one Certified Financial Transitionist (CeFT®) on staff.
✅ We provide customized care. We work with a select number of families so we can collaborate as a team to provide top-tier service and specialized guidance.
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View DisclosureWho We Serve
- Baby Boomers
- Caregivers
- Corporate Executives
- Divorce
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Private Foundations & Organizations
- Technology Professionals
- Widow
- Women in Transition
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Trusted caretakers of our family finances
✅ Wealthtender Certified Advisor Review™
May 6, 2024
Our family has worked with the team at Legacy Consulting Group for over 25 years. During that time, we have had complete trust in their abilities to take us through life’s transitions – children’s education, retirement planning, moves, elder parent care, insurance protection, as well as outside factors such as employer bankruptcies and stock market swings. Through all this, because of Legacy’s calm, professional, individualized care, we have never felt that we have to “lie awake at night” worrying about family finances. There was always a well thought out plan in place for any transitional need. We highly recommend the team at Legacy, and continue to trust them with our financial resources.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Personalized, Lucrative and Very Professional!
✅ Wealthtender Certified Advisor Review™
January 30, 2024
I have been with Legacy Consulting Group for 20+ years and they are truly exceptional in every way! They are professional, responsive to my needs, and forward thinking with my investment strategy. They provide individualized attention and are never rushed when addressing my issues. LCG is wonderful at educating my heirs on understanding and furthering their wealth goals as well. I feel like I have a team dedicated to my financial success. In addition to their wonderful professionalism, I count them as my friends too!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Trusted advisors and friends
✅ Wealthtender Certified Advisor Review™
January 2, 2024
We’ve been with Legacy now for 10+ years after being recommended and introduced to them by family friends who’d raved about them.
Steve, Roger, Matt and Co. have been an outstanding resource on both financial matters and just navigating life’s obstacles (parental care, estate planning, etc) that we weren’t equipped to manage alone.
We’ve been so happy with the relationship, we now have recommended and brought in family and friends who now are also happy clients.
Outstanding people who excel at their jobs, while also being trustworthy and kind friends.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Truly comprehensive planning services!
✅ Wealthtender Certified Advisor Review™
January 2, 2024
What really differentiates the Legacy team is the comprehensive nature of their support. Not only have they helped my family map out a rock-solid multi-generational financial plan, they have helped us establish a network of partners and services that cover unique and non-standard needs. They continue to represent planning partners as well as thought partners for our family’s future.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Amazing group of people; great results
✅ Wealthtender Certified Advisor Review™
December 19, 2023
The Legacy team has been my team for at least 20 years. Their dedicated team has provided strategy, advice, and a concrete financial plan during a difficult divorce. They are able to evaluate and accommodate nuanced risk tolerance, cultural and even political preferences in an investment strategy that has consistently grown my portfolio.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Thorough and Comprehensive
✅ Wealthtender Certified Advisor Review™
December 19, 2023
I have worked with Legacy Consulting Group for nearly 19 years. They have always impressed me with the detail with which they conduct business. They are so thorough and comprehensive. The planning process itself covered far more issues than I had expected. They are truly experts in their field which gives me and my wife great comfort.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Financial and Life Planning
✅ Wealthtender Certified Advisor Review™
December 4, 2023
My wife and I have been clients of LCG for over 30 years. The entire LCG Team works in tandem with one another for the benefit of the client. We are treated as the individuals we are. LCG is decidedly not a one size fits all, cookie cutter financial advisory group. Our financial goals are structured around our life goals and updated routinely. I have complete trust and confidence with LCG and have introduced our “younger generation” to LCG so “the kids” can start their independent lives with a strong understanding of the life planning/financial planning link and the tremendous benefit of taking advantage of their young(er) age and how time can work to their advantage. I would highly recommend LCG.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Sleeping Well
✅ Wealthtender Certified Advisor Review™
November 29, 2023
Legacy has managed my rollover IRA account for over 25 years. Withdrawals from this account has been my main source of income during this period which has provided a very comfortable and enjoyable retirement. The sum of all withdrawals exceeds the original amount and still the account is only slightly less than in the beginning. This means that their diligence and adherence to well thought out investment strategies adapted to an individual’s needs, works. Sleep comes easy!!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
The Big Picture
✅ Wealthtender Certified Advisor Review™
November 28, 2023
Roger and Steve get the big picture–not just the dollars and cents. There is a lot more to life than money.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Feels like home
✅ Wealthtender Certified Advisor Review™
November 28, 2023
Great, knowledgeable leaders in their industry. I always feel right at home talking with them. They keep up to date and inform us regularly of market changes.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Solid financial group
✅ Wealthtender Certified Advisor Review™
November 28, 2023
We have used this financial group for over 20 years. They work with you on your objectives, both family and financial, and then set a plan to accomplish them. They are not sponsored to trade certain securities, so you will never be pushed products where they are incentivized or something that is not in your best interest. So, if you are looking for a grounded firm that works in your best interest, I would definitely put them on your list to engage with.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Trustworthy
✅ Wealthtender Certified Advisor Review™
November 28, 2023
My wife and I needed to make several financial decisions in the year 2000. At the time, we had no real financial plan in place and a young baby at home. We were quite ignorant of what was involved in a long-term plan. How ignorant? We were ripe for the picking if any financial planners wanted to take advantage of us by creating a plan that benefitted them more than us. But Roger and Steve did not do that. They proved to be good men. Trustworthy and reputable men.
Legacy Consulting Group helped us create a financial plan that allowed our family to grow and allow us to have the kind of life we envisioned with that family- the purchase of a larger house, putting three kids through college, vacations, taking care of our parents as they aged, etc.
Now, many years later and getting closer to retirement, the plan that was put in to place has turned out to be a solid one!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Jennifer Schmitt, CFP®, CPA
Legacy Consulting Group
Bring Your Wealth To Life
Plano, TX
Nationwide
Steven Wachs, CFP®
Legacy Consulting Group
Bring Your Wealth To Life
Plano, TX
Nationwide
Roger Shake, CFP®, RLP®, CeFT®
Legacy Consulting Group
Bring Your Wealth To Life
Plano, TX
Nationwide
Matthew Quinn, CFA®
Legacy Consulting Group
Bring Your Wealth to Life
Plano, TX
Nationwide
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