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
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Living with confidence means living within your means. managers.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Flex your financial superpowers.
It's important to understand the pros and cons when considering a prepaid debit card.
Being healthy not only makes you feel good, it may also help you financially.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What if instead of buying that vacation home, you invested the money?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.