Creating a customized plan that will stand the test of time.
At Legacy Consulting, we use our experience in retirement planning and investing to help you pursue your goals, whether it is travel, visiting grandchildren or leaving a legacy to those you love
Are you prepared for life’s inevitable transitions?
At Legacy Consulting we prepare our clients for well-being through the challenges of aging and passing on.
Are you using all the tax savings resources at your disposal?
Simplify your tax preparation, time your expenses and plan for your post-work tax requirements the right way with Legacy Consulting.
Discover your own path to pursue financial security today!
At Legacy Consulting, your financial plan starts with an in-depth look at your goals. Start your journey today!
How to Bake a Pie-R-A
As our clientele ages some life transitions are unavoidable. Sometimes these experiences can be
You have worked hard to build up your savings and assets, and now it is time to think about what will happen when you retire or when it is time to pass these items on to your loved ones. At Legacy Consulting, our primary advisor Megan Avery and our knowledgeable team help you design a tailored plan to protect your hardworking legacy.
Strategies to pursue a path of financial security
At Legacy Consulting, your financial plan starts with an in-depth look at your goals and dreams and ends with a detailed plan crafted by an experienced financial advisor in Baltimore County. Start your journey today.
"To reach a port we must set sail – not tie an anchor, not drift”
– Franklin D Roosevelt
Our team has the knowledge to make your retirement brilliant.
We understand the best tools to get you where you want to go. With the right plan in place, you will feel more confident about your possibilities even in uncertain times.
“Independence is happiness”
– Susan B. Anthony
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