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NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOU AN APPROACH DESIGNED FOR YOU

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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

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

 

Organizing Your Finances

Spark joy and become more confident by giving your finances the home organization treatment.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

The Big Picture– Cracking Open a Six Pack

Knowing your risks is essential when making investment decisions and exit decisions.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Annuity Comparison

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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