Services

Everything the firm does, on one page

Three groups of work cover individuals and families, new founders and established businesses. Jump straight to the group that fits.

For individuals & families

Personal Financial Guidance

Education and coaching that help households understand their money, reduce pressure and make decisions with intention.

  • Personal budgeting and debt analysis
  • Financial coaching and tax planning
  • Withholding and estimated-payment guidance
  • Retirement and investment education

Retirement and investment topics are provided as financial education, subject to licensing verification. The firm does not present itself as an investment adviser or asset manager.

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For founders getting started

Business Launch

Structure, sequencing and strategy for the first chapter of a business — so momentum is built on something durable.

  • Business planning and modeling
  • Tax classification and licensing guidance
  • Startup marketing and client-development strategy
  • Resource and operational planning
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For established businesses

Business Sustainability & Transformation

Consulting for owners who need their business to run more efficiently, weather change and grow without breaking.

  • Operational and efficiency analysis
  • Budgeting and financial reviews
  • Business growth and sustainability models
  • Communications, training, branding and restructuring support

Bookkeeping support can be added to this group once its scope is confirmed by the firm.

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Common questions

Before you reach out

Where is The Legacy Consultant Group located?
The firm works from 1540 Highway 138 SE, Suite 3A, Conyers, GA 30013, serving Conyers, Rockdale County and the East Metro Atlanta area.
Do you work with individuals as well as businesses?
Yes. Engagements fall into three groups: personal financial guidance for individuals and families, business launch support for new founders, and sustainability and transformation consulting for established businesses.
Is this investment advice or asset management?
No. Retirement and investment topics are addressed as financial education and consulting. The firm does not hold itself out as providing regulated investment advice or asset-management services.
How does an engagement begin?
It begins with a focused conversation. You share whether the inquiry is personal or business, the challenge in front of you, the outcome you want and your timeline — and the first exchange is about fit and priorities, not paperwork.
What does 'legacy' mean in your work?
A legacy is what continues after a decision is made — a household that understands its finances, or a business that can hold more weight than it could last year. The work is about building plans sturdy enough to withstand change.

Build the plan behind the legacy you want to leave.

Start Your Legacy Strategy