Roger Shake, CFP®, RLP®, CeFT®
Bring Your Wealth To Life
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Serving Clients Nationwide
Bring Your Wealth To Life
Areas of Focus
- Family and Money
- Financial Life Planning
- High Net Worth
- Investment Management
About Roger Shake, CFP®, RLP®, CeFT®
Roger Shake is a partner of Legacy Consulting Group and specializes in helping clients discover “what they plan to do with their one wild and precious life.”Over the years, it has become evident all wild and precious lives are filled with transitions. These range from marriage, children, job/career changes, death of a spouse, divorce, sale of a business, retirement, financial windfall, inheritance, and many others. The poet Mary Oliver said, “To pay attention, this is our endless and proper work.”
Our Financial Life Planning process is about “paying attention” in order to help people know that their money and financial decisions are fully aligned with what really matters to them. Paying attention and making a difference in the lives of others is our endless and proper work.
Roger has worked in the financial planning profession for over 35 years and is currently a member of the Financial Planning Association, Kinder Institute of Life Planning, Dallas Estate Planning Council, Sudden Money® Institute, and the Nazrudin Project.
Roger and his wife have three sons, two amazing daughters-in-law, and two wonderful grandchildren who affectionately call him “Papa.”
Outside of work, Roger finds pleasure in traveling and exploring the world around him. Being active is of great importance to him through cycling, exercise, tennis, pickleball, and skeet shooting. You can often find him lost in a good book and serving others, leading a small group at LifePoint Church.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Financial Transitionist (CeFT®)
- Registered Life Planner (RLP)
Affiliations
-
Financial Planning Association
- Kinder Institute of Life Planning
Primary Location
5340 Legacy Dr, Ste 165, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary 1 hour session. I'll listen to your questions and concerns, and we'll explore your current life transitions. We'll learn about your family and previous financial planning experiences, and share how our services can help you live an inspired life. I look forward to speaking with you.Offers Investment Management
Yes
About Legacy Consulting Group
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.
Education
The University of Dallas, MBA, Business Management | Abilene Christian University, BBA, Finance
Hobbies and Interests
- Church
- Cycling
- Exercising
- Family
- Grilling
- Pickleball
- Reading
- Tennis
- Traveling
SEC Lookup
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
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Truly comprehensive planning services!
Amazing group of people; great results
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Financial and Life Planning
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Feels like home
Solid financial group
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