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
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
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
2026-08-06T12:30:00
Global Leadership Summit
Thrivent is a Summit Partner for the 2026 Global Leadership Summit, and you’re invited to attend August 6–7. This transformative two-day experience is led by world-renowned speakers.
Lead where you are
The Global Leadership Network Summit (GLS) is the largest leadership experience in the world. Hosted annually by the Global Leadership Network, GLS is a two-day conference with insights from top experts to deepen your influence in today’s ever-changing world. The GLS partners with local churches, ministries, and organizations to inspire leaders to make a lasting change.
GLS Host Sites:
2/42 Church | Brighton, MI
Redeemer United Methodist Church | Dewitt, MI
Cornerstone Church | Caledonia, MI
All Shores Wesleyan Church | Spring Lake, MI
Please join us virtually or join us at one of our partner sites. To register, click here and search by city to find the site you would like to attend.
No products will be sold. Global Leadership Summit is not affiliated with or endorsed by Thrivent.
News and insights
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.