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.
We can help take some of the mystery out of preparing for your financial future.Learn more
Special insight and perspective to help business owners pursue their objectives.Learn more
Let us provide you with the guidance that can help you understand and better define your financial goals.Learn more
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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.
It may help your business be better prepared in the event of the death of a principal or key employee.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Taking your Social Security benefits at the right time may help maximize your benefit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a quick guide to checking to see if you have unclaimed money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?