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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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The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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When do you need a will? The answer is easy: Right Now.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Income Protection for Millennials

Income protection insurance can replace earnings during a disability and recovery.

Apps That Help Achieve Goals

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Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

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Get the facts about guaranteed retirement income.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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

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

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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

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This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

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.

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Exit Strategies of the Rich and Famous

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

Surprises

Making the most of surprises is a great reason to work with us.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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