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
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
How Women Make it Happen
Women in financial services are some of the most progressive women in the world.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Do you know where the idea of “retirement” comes from?
Beware of these traps that could upend your retirement.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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 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 helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.