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 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.

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  • Business Planning

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

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  • Investment Strategies

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

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Helpful Content

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

How Income Taxes Work

A quick look at how federal income taxes work.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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