ABOUT US
  
When Life brings about change and challenges it can be a very stressful time. Legacy Transitions LLC and its affiliates are here to help.

Of course, having a plan in place before a crisis will cost less, be less time consuming and can help you feel empowered. We know you cannot always predict how and when things will happen and how they may affect you. 

Our goal is for our clients and their loved ones to always feel in control and not alone.  Together we can help you identify your needs and build a customized, structured transition plan to the next chapter of your life.

You don’t have to go it alone. Let us help you and your loved ones make these times and decisions easier.

At Legacy, we know that no one can be all things to all people. We have many strategic partnerships. ? Our experience of 20 years in the industry and the resources awarded from being a leader in the industry provides, ?

? we are well suited to help you get a plan of action in place. ?

Allow us to get acquainted with you so we understand your needs and establish a clear expectations.
"It's not what you make, It's what you keep."

Megan L. Avery ChFC​​

Megan L. Avery, ChFC®, is the founder of Legacy Consulting LLC, Legacy Tax Advisory LLC, and Legacy Transitions LLC. She and her team have served Maryland residents since 1998. 
Throughout her career, she has focused primarily on tax, estate, retirement and income planning strategies. Ms. Avery received her Chartered Financial Consultant Designation from The American College, and received extensive training from the American Academy of Estate Planning Attorneys.  

Megan holds her Series 6, and 7, Security Registration, and she is a currently a Registered Representative with Questar Capital Corporation (QCC), Member FINRA/SIPC.She can offer Managed Money and Advisory Services are offered through Questar Asset Management (QAM), A Registered Investment Advisor.Through her company Legacy Consulting LLC, Ms. Avery is an independent insurance agent (Life, Health and Long-Term Care Licenses).The companies she founded are independent of QCC and QAM. Legacy’s Tax Advisory LLC is registered with the IRS, is an IRS approved firm, and holds a registered EFIN.

  
Megan is a member of Daughters of the American Revolution, as well as, many other nationally recognized organizations. Megan also been participating in “Women in Business” a fundraiser, which benefits the Susan G. Komen Foundation. 
  

To remain up-to-date on industry products and regulatory changes, Ms. Avery completes annual required continuing education. Additionally, as part of elective continuing education, she has obtained a residential real-estate agent license.

She doesn’t go it alone, to help serve her clients Megan has a great team of employees and a network of strategic partners.The group’s offices have been in Heaver Plaza in Lutherville, MD for 20 years. In 2017, Megan purchased Legacy’s new location, also in Lutherville and is proud to secure her roots and continue to serve the community. Our clients feel like family because that’s the way they are treated. You can be sure that the same relaxed atmosphere will always be waiting here for you.  Join us today! (410) 828-9505
    
Meet The Team
  1. John O Connor
    John is the office manager at legacy, he hopes to expand his career and become a tax advisor at legacy. He is wonderful with aiding clients and giving them the best experience legacy has to offer.
  2. Noah
    Noah has been with legacy for 4 years and is responsible for helping clients with their financial needs and guiding them step by step through the whole legacy process.
  3. Al
    Al has been a Legacy member for 14 years and has been in the accounting business since 1969. He is a current member of the Maryland Society of Accountants as well as currently serving as the Treasurer for the USS Seattle AOE-3’s Veterans Association.
EVENTS
  1. TUESDAY: Oct 22, 2019
    Seminar
    Don't outlive your retirement saving. Have a plan to help ensure your retirement income lasts as long as you do.
  2. TUESDAY: NOV 12, 2019
    Seminar:
    Don't outlive your retirement saving. Have a plan to help ensure your retirement income lasts as long as you do.
  3. THURSDAY: OCT 24, 2019
    Seminar:
    Don't outlive your retirement saving. Have a plan to help ensure your retirement income lasts as long as you do.
  4. THURSDAY: NOV 14, 2019
    Seminar:
    Don't outlive your retirement saving. Have a plan to help ensure your retirement income lasts as long as you do.
CONTACT
Tel.: 410-828-9505
Fax: 410-828-5329
Email: support@yourlegacyplan.com
1623 York Road
Lutherville, MD 21093
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