Broker Check
NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOU AN APPROACH DESIGNED FOR YOU

 Helping to Building Your Financial Success

 

Living Legacy Financial Group, inc. is an independent professional Financial Services Firm where the DeStefano family is serving clients throughout the United States.  

Gary, Kara, & Tyler DeStefano welcome all of our current and future valued clients. It is our hope that this site will be another latest tool in providing each of you with the highest level of professional client service. 

Learn more about Living Legacy Financial Group,Inc. and what we offer by browsing our website where you can get market news and updates.  With our variety of insurance and wealth management products and        The Living Balance Sheet® we are able to set up a plan that will best suit your needs.

With Living Legacy Financial Group, you will have a dedicated representative who delivers valuable services in a coordinated and holistic way. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow -- and minimize your debt -- now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.

We work with you to identify the right strategies to achieve and protect your goals and your dreams.

Optimize your wealth. Achieve your goals. Protect your dreams.

  • Serving Individuals

    We can help take some of the mystery out of preparing for your financial future.

    Learn more
  • Business Planning

    Special insight and perspective to help business owners pursue their objectives.

    Learn more
  • Investment Strategies

    Let us provide you with the guidance that can help you understand and better define your financial goals.

    Learn more

Helpful Content

Maximizing Your Daily Life Expenses

Maximizing Your Daily Life Expenses

Hour by hour, these 11 tips can help cut daily costs and save more money.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow