Legacy Consulting Group
5340 Legacy Dr., Suite 165
Plano, TX 75024
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Legacy Consulting Group provides comprehensive wealth management with a focus on financial life planning, investment portfolio management, transition planning, retirement planning, and estate and charitable giving planning.
About My Practice
Legacy Consulting Group's mission "is to provide our client's the opportunity to live inspired lives by helping them successfully navigate life's transitions." Founded in 1997 by Roger Shake and Steve Wachs, the firm currently works with 140 select families to help them define, articulate and move toward "living an inspired life." Our Financial Life Planning process allows clients get to the core of what truly matters and provides motivation for them to live out their aspirational life.
About Roger Shake
Roger received his BBA in Finance from Abilene Christian University (1980) and his MBA in Management from the University of Dallas (1985). In 1989, Roger received the Certified Financial Planner (CFP) designation from the College for Financial Planning and in 2004 the Registered Life Planner (RLP) designation from The Kinder Institute of Life Planning. In 2016, through the Sudden Money Institute, Roger received the Certified Financial Transitionist (CeFT) designation. Roger and his wife Susan have been married 42 years and have three sons, two daughter-in-laws and two delightful grandchildren. Outside of work, Roger enjoys travel, exercise, playing tennis and squash, cycling, reading, fly-fishing, bird hunting, and golf.
Roger works primarily with high net worth (>$2,000,000) individuals, families, retirees, and younger widows/widowers and divorcees. Typically, clients are contemplating or experiencing a significant life transition and our Financial Life Planning process provides the time and space for reflection and introspection about what really matters. Approximately 50% of our clients have made work optional (retired) and are enjoying making a difference in the lives of others. We are especially effective in helping with the difficult transition of losing a spouse due to divorce or death. Approximately 20% of our clients have experienced this type of loss.
Roger has worked in the financial planning profession for over 35 years, and is currently a member of the Dallas/Ft.Worth Financial Planning Association, the Dallas Estate Planning Council, The Dallas Foundation Advisory Board, The Kinder Institute of Life Planning, The Heritage Institute, Money Quotient, Financial Transitionist Institute, and the Nazrudin Project. He is honored to be consistently named in the following publications... Texas Monthly magazine Five Star Wealth Manager each year starting in 2010. D Magazine Best Financial Planners in Dallas starting in 2004 through the present. D Magazine Best Wealth Managers in Dallas starting in 2017 through the present. Wealth Manager 2001 to 2010 Financial Advisor Magazine
Fee-based compensation comprised of Financial Life Planning fees, planning retainers, hourly consultation and a percentage of assets under management.
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