At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.
Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values.
At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.
Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values.
Our story
Raeann, David and Rick formed one team named Legacy Consultants.
Our name is significant for two reasons. First, we are dedicated to helping clients make the most of their assets and protect their income so they can plan a legacy that continues supporting the churches, charities and people they love long after they’ve gone to heaven.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
We seek first to understand, then to be understood. Our first priority is to understand our clients’ goals and values. Our clients also get to decide how they want to engage with us. We offer three levels of service: life event specific financial planning, assets under management investment advice or dedicated planning.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-01-15T17:00:00
Have you used your Thrivent Action Team?
We all want to give back, but sometimes it’s hard to know where to begin. If you’re wondering how you can make a difference, we can help. Thrivent Action Teams are a great way to make a positive impact in your community. Simply gather a team of neighbors or friends for a fundraiser, educational event or service activity.
Thrivent offers all the resources you need to get started, including up to $250 in seed money. Your team provides the passion that brings your project to life.
Join us for this quick 12 minute video (on-demand, watch when you can) to learn more about this member benefit and take you step by step on how to apply for your Thrivent Action Team!
No products will be sold. For additional disclosures see Thrivent.com/social.
2025-03-12T23:00:00
West Highland Baptist Church Workshop Series
Legacy Consultants Financial Advisor Rick Hart, FIC, is thrilled to announce an upcoming workshop series hosted at West Highland Baptist Church. Each event presentation will begin at 6:00 p.m.
- March 12: Financial Foundations: Your Blueprint to Thrive Part 1
- March 19: Financial Foundations: Your Blueprint to Thrive Part 2
- March 26: College Planning 101 ft. Legacy Consultants CCPS®️, Ann Seitz-Brown
- April 2: Economic Update
- April 9: Will Your Taxes Affect Your Retirement
- April 16: 5 Keys to Retiring Fearlessly
- April 23: Prepare Wisely: Estate Strategy Essentials
- April 30: Your Legacy: Family, Church and Charity
No products will be sold at these events. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For additional disclosures, see Thrivent.com/social.
2025-03-31T15:30:00
Legacy Consultants In-Gathering
On behalf of Legacy Consultants, it is a pleasure to serve you on your financial journey, and we truly value your loyalty. That’s why we hope you’ll join us for Legacy Consultants In-Gathering Celebration.
In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help!
- Grandparents Raising Grandchildren: 12-Count store bought eggs
- Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID
- The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm
Lunch and refreshments will be available all day.
No products will be sold. For disclosure information, see Thrivent.com/social.
News and insights
Tax tips & pitfalls: What to know to maximize your money
Effective tax planning is the cornerstone of a robust financial strategy. From maximizing tax-advantaged savings accounts to managing market investments, approach this tax season with confidence by protecting your finances while maximizing opportunities to save. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. For additional disclosures, see Thrivent.com/social.
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.
Phone:
260-387-6488Operating Hours:
M – F: 9 a.m. – 5 p.m.