Services We Provide

Explore the programs and packages we have cultivated to help you on your pathway to success
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Personal Consulting


‍The Legacy Consultant Group makes each client the main focus and provides solutions that are unique to their needs.

Click on the tabs below for snapshot of how we can help you in each category:

  • Monthly or Annual Budgetting
  • Debt Relief Analysis
  • Financial Life Coaching
  • Travel Budgeting
  • Maximizing Tax Credits
  • W4 and G4 Withholding
  • Estimated Tax Payments (Federal & State)
  • 401k vs 503b
  • Traditional & Roth IRA
  • Long Term vs Short Term Investments

Business Consulting

At The Legacy Consultant Group, we mean Business!

We have services that can assist you at any phase of your business.

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Startup

Beginning a business venture can be a daunting effort. Click the Image above to see what features are provided through the LCG to ensure that you hit the ground running.

Sustainability

There are numerous factors that can affect your business. The LCG can analyze your business structure and operations to see what negative factors can be eliminated. Click the above image for more info.

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Transformation

Needing ways to change the culture of your company? Having trouble rebranding or revamping your business to cater to evolving client demands? Select the image above to see how LCG can help.