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We provide our clients the opportunity to live inspired lives. Discover how we’re impacting the lives of our clients

http://www.legacyconsultinggroup.com/

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CONTACTS AT LEGACYCONSULTINGGROUP.COM

LEGACY CONSULTING GROUP

ROGER SHAKE

5000 LEGA●●●●●●●●●SUITE 450

PL●●NO , TEXAS, 75024

UNITED STATES

972.●●●●4750
RS●●●●@LEGACYCONSULTINGGROUP.COM

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LEGACY CONSULTING GROUP

AUSTIN HINES

2001 HOLLE●●●●●●●●●●. APT. 731

COLLE●●●●●ATION , TEXAS, 77840

UNITED STATES

1.46●●●●4884
AU●●●●@FUTURELIGHTSTUDIOS.COM

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We provide our clients the opportunity to live inspired lives. Discover how we’re impacting the lives of our clients

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1

Financial Life Planning | Legacy Consulting Group

http://legacyconsultinggroup.com/financial-life-planning

How we do it. It starts with a conversation. 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. Financial Life Planning is about:. Developing a vivid, attainable vision of your deepest life aspirations. Exploring what money means to you.

2

who we are

http://legacyconsultinggroup.com/who-we-are

How we do it. Robert Casey, editor of Bloomberg Wealth Manager, stated. Ldquo;The value of professional financial management continues to grow during these challenging times. Investors realize the value of entrusting their wealth to professional advisers.”. At Legacy Consulting Group, we count it as a blessing to be recognized by both national and local publications. Our focus remains on helping provide our clients the opportunity to lead more prosperous and fulfilling lives.

3

Our Firm | Legacy Consulting Group

http://legacyconsultinggroup.com/our-firm

How we do it. Roger A. Shake, CFP , RLP , CeFT. Roger received his BBA in Finance from Abilene Christian University and his MBA in Management from the University of Dallas. In 1989, Roger received the Certified Financial Planner. Certification from the College for Financial Planning. In 2004 he received the Registered Life Planner. Certification from the Kinder Institute of Life Planning and in 2016 the Certified Financial Transitionist. Steven G. Wachs, CFP. Jennifer Schmitt, CFP , CPA. Ron Turner, CFP.

4

Disclosure and Regulatory Information | Legacy Consulting Group

http://legacyconsultinggroup.com/disclosure-and-regulatory-information

How we do it. Disclosure and Regulatory Information. Disclosure and Regulatory Information. Registered Broker/Dealer and member of SIPC. Financial Life Planning is a registered trademark of Money Quotient, Inc. Is owned by the Certified Financial Planner Board of Standards and is rewarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 5000 Legacy Drive, Suite 450, Plano, TX. P: (972) 599-4750 F: (972) 599-4751.

5

Insurance

http://legacyconsultinggroup.com/how-we-do-it

How we do it. How we do it. How we do it. We provide our clients the opportunity to live an inspired life by leading them through a series of conversations about what they want their lives to look like. A one hour complimentary interview allows us to get to know you, assess the type of relationship you are seeking, describe our services in greater detail and determine if our Financial Life Planning process and your needs are a good fit for a long term relationship. Financial Life Plan Presentation. This ...

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Today I will treat others as if this were my last day on earth. I won't wait to be what I have dreamt about being tomorrow, for tomorrow never comes. Often we intuitively know where we want to go, but lack someone who has experience and knowledge in helping us get there. In sports, we know this person as a coach. However, organizations and businesses can also benefit from having a coach to guide change and help leaders and managers achieve common goals. Phillip T. Jeske, PhD.

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Legacy Consulting Group | Legacy

Exceptional advisory services delivered with integrity and competence. Commitments made. Commitments kept. Insightful, creative, well-disciplined. Practical solutions. Actionable results. One hundred years of combined advisory experience. One hundred clients. A strong history of hands-on results. Understanding of the client’s needs. 3355 Lenox Road, Suite 805. 30326 - ph (404) 847-0100. 3000 Gulf to Bay Boulevard, Suite 200. 33759 - ph (727) 793-0100.

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Home | Legacy Consulting Group

Log in to TD Ameritrade. Log in to Sharefile. Log in to TD Ameritrade. Log in to Sharefile. We provide our clients. The opportunity to live inspired lives. Discover how we’re impacting the lives of our clients. Award-winning Financial Planning and Wealth Management Consulting Firm. 2017 Financial Advisors 2017 Annual Top RIA Ranking. 2017 Top Wealth Manager Rankings of Wealth Manager Magazine. 2017 Five Star Wealth Manager Roger Shake. 2017 D Magazine Best Financial Planners of Dallas: Steven Wachs.

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Legacy Consulting Group LLC - Home

Life Retirement Weath Preservation and Transfer Investments Health. Life Retirement Weath Preservation & Transfer Investments Health. Discover the advantages of working with Legacy Consulting Group LLC. Please click logo for information. Request a Free Quote. Are you and your family protected? We help people think. Insurance Is a Matter of Trust. Life is filled with unforeseeable events. It's important to know that you can rely on your insurance policy to protect you. Accidents or illness can take place ...

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Legacy Consulting Institute Legacy Consulting Institute - Legacy Consulting Institute

We believe that every individual has unique gifts, talents. Strengths. That everyone is created to be great and to. Make a difference in the world, to leave a Legacy. The Power to Believe. Team building and communication workshops available. Help clients understand different personality types. And the role they play in relationships, allowing them. To lead a more successful team and be more successful. In their personal and professional lives. How will you create your legacy? Search For a Workshop. I rec...

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Business Consulting, Strategic development, and Client relations specialists. We consult and manage projects for the purpose to support business start-ups, expansion, acquisition and or sale of the project or venture. We are honored to have had the freedom and diversity with our clients, as well as the success we have had in developing the initiatives we have, we look forward to continuing to expand our portfolio and continuing to contribute to who ever we are referred. Thank you, Legacy Admin.

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Legacyconsultingllc's Blog | Just another WordPress.com weblog

March 29, 2011 · 11:15. NC Medical Malpractice Facts. Medical Malpractice lawsuits are out of control. Population of North Carolina: over 9,500,000. Number of Med Mal lawsuits filed in 2010: 481. Doctors in North Carolina are at a high risk of being sued. Over 21,000 doctors are in the State, less than 2% of doctors were sued, last year, and they prevail, at trial, on average 86% of the time. Emergency Room Doctors are at a very high risk of being sued. Doctors are fleeing the State. Caps on Non-Economic...