5000 Legacy Dr., Ste 450
Plano, TX 75024
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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 clients the opportunity to live great lives.\" Founded in 1997 by Roger Shake and Steve Wachs, the firm currently works with 90 select families to help them define, articulate and move toward \"living a great 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 Plannerâ„¢ designation from the College for Financial Planning and in 2004 the Registered Life Plannerâ„¢ designation from The Kinder Institute of Life Planning. Through the Sudden Money Institute, he is currently working toward the Certified Financial Transitionist designation.
Roger and his wife Susan have been married 36 years and have three sons. Outside of work, Roger enjoys travel, exercise, playing tennis and squash, 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 transition inlife and our Financial Life Planning process provides the time and spacefor reflection and introspection about what really matters. Approximately60% of our clients have made work optional (retired) and are enjoyingmaking 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 28 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 and the Nazrudin Project.
He is honored to be consistently named in the following publications...
Texas Monthly â€“ Five Star Wealth Manager each year starting in 2010.
D Magazine â€“ Best Financial Planners in Dallas starting in 2004 through the present.
Wealth Manager â€“ 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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