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Meet Our Team

How We Help

  • Financial Planning: Our financial advisor offers a variety of services to ensure your income from annuities, investments and more are on the right track.

  • Retirement Planning: It takes careful planning to set up for a comfortable life post-retirement. Our team can help you take the right steps now so your mind can be at ease later.

  • Tax Planning: Tax laws are complicated, and they can affect everything from your retirement savings to the estate you leave your family. Get answers to the tough questions and solutions on easing tax burdens on inheritances and more.

  • Insurance Planning: We work with you to identify essential coverage options to protect your wealth and manage your finances in the face of adversity and unexpected complications.

  • Transitions: We help you plan what you want to leave to the ones you love and how you want to bequeath your property. Create a custom plan that meets your needs and protects your assets for your family and dear ones.

No matter what stage of life you are in, now is the perfect time to start preparing for the future with advisors who will treat you like family.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Megan L. Avery, ChFC®

President

(410) 828-9505

(410) 828-5329

mavery@yourlegacyplan.com

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,...

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Justice Avery

Director of Client Services

410-828-9505

410-828-5329

support@yourlegacyplan.com

Justice is characterized by his exceptional organizational skills, ensuring that tasks are executed with precision and attention to timelines. His ability to manage multiple responsibilities concurrently reflects a keen sense of...
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Kathy King

Director of Client Services

(410) 828-9505

410-828-5329

support@yourlegacyplan.com

Kathy is a highly diligent and dedicated professional at our firm. With a strong commitment to excellence, she goes above and beyond to ensure the success of every task she takes on. Kathy's attention to detail is unparalleled,...
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Legacy Support

Client Service Coordinator

410-828-9505

410-828-9507

support@yourlegacyplan.com

Our Support team provides support on administrative task and client service. They are dedicated to helping our clients one on one with account services and the LPL client portal while providing back office procedure support for our clients.
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