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.

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!

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.

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.

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.

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.

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.

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!!

Roger and Steve get the big picture--not just the dollars and cents. There is a lot more to life than money.

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.

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.

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!