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Legacy Consulting, LLC in Baltimore, MD

Helping Seniors with Financial Strategies for Income, Taxes, Retirement and Estate Planning


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(410) 828-9505

Coupons for this service

  • Discover How To Maximize Options For Long Term Care, Living Benefits & Liquidity

    Call today, 410-828-9505. Coupons may not be combined with any other offer. Coupon void if altered.

Here at Legacy Consulting, LLC, in Baltimore, Maryland, we help seniors grow their wealth in a responsible way that protects your money. We bring a personal approach towards planning for future needs, whether you seek long term care, liquidity options, or living benefits. Even if you have had health issues - if you are over 60, our services could still be an option for you and your family. Have a CD that’s renewing soon? Trust us to completely guarantee protection for ALL of your premium against market loss. There are other advantages to doing business with us, so why not give us a call today to see how we can help with providing solutions for tomorrow, today!

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Hours

By Appointment Only

Payments Accepted
Who We Are Welcome to Legacy Consulting, LLC. Understanding your different financial options is vital to successfully make prudent decisions. Let us help protect and grow your wealth. We are committed to bringing a personal approach and sound strategies to help individuals and families plan for their future.
Services We Offer Legacy Consulting, LLC is a hometown boutique financial services firm. We strive to bring simple and efficient solutions to our clients, because most financial mistakes are made when the right questions aren't asked. Our job is to make sure you ask the right questions.
Disclosure Policy loans and withdrawals will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. Withdrawals are generally income tax-free, unless the withdrawal, amount exceeds the amount of premium paid. Tax laws are subject to change.
Disclosure Continued Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer. Terms and conditions may vary. See the terms and conditions for each policy.
Financial strategies firm
(410) 828-9505

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