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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Earnings season can move markets. What is it and why is it important?
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
On a team, all players count, but some key positions are more critical to success.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.