A Holistic Coaching & Investment Firm

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet The Team

If you want to go fast, go alone. If you want to go far, go together.

~African Proverb

Financial Strategist

SM

Co-Founder,

Investment Advisor Representative

866-664-6711 x22

TM

Co-Founder and COO

Our partnership with

CSP Financial Group

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Legacy Builder Group has been a proud partner of CSP Financial Group for over 10 years. CSP provides industry leading educational resources and investment services support that allows us to help our client create the life they love. We share the same vision, mission and values which makes for a great team you can trust.

CALL

Office: 866-664-6711

 

MAIL

3540 Crain Highway, Suite 463

Bowie, MD 20716

LOCATION

(By appointment only)

700 Pennsylvania Ave, SE

Washington, DC 20003

CONNECT

info@legacybuildergroup.c.com

  

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fee-based financial planning and investment advisory services are offered by CSP Financial Group, LLC a Registered Investment Advisor in the States of Arizona, California, Maryland, New York, Pennsylvania, Texas, Washington D.C., and West Virginia. CSP Financial Group, LLC also recommends Insurance products and services. Legacy Builder Group, LLC is not affiliated with CSP Financial Group, LLC insurance services.

© 2020 by Legacy Builder Group, LLC