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
It turns out Mom really did know best when she laid down essential truths to live by.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Are you showing your paycheck the love it deserves?
Building wealth requires protection from the forces of wealth destruction.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tips on how women can gain financial confidence.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some key concepts to understand when investing for retirement
Here’s a crash course on saving for college.
What is your plan for health care during retirement?
Disability happens to more people, more often than you may think, and it lasts longer, too.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How do the markets usually react to elections? Was the 2016 election any different?