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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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Helpful Content

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Gifting of A Stronger Financial Future

Here’s a gift idea that can help create a stronger financial future for your child or grandchild.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Maximizing Your Daily Life Expenses

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

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

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

Should I Buy or Lease an Auto?

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

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.

Should I Pay Off Debt or Invest?

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Principles of Preserving Wealth

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

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Global and International Funds

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

Surprises

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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