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
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.
2025-08-11T15:30:00
Legacy Consultants Community Lunch & Food Drive
We invite you to join Legacy Consultants for a complimentary community lunch, featuring flavorful tacos and refreshing lemon ice served by Jubilee Detroit. Soft drinks and bottled water will also be available, provided by Legacy Consultants of Thrivent.
As part of this event, we are honored to support Hospitality House through a food and personal care item drive. Your generous contributions will help meet the essential needs of individuals and families in our community.
Please consider bringing any of the following most-needed items:
Food Items
- Canned Products
- Any Fruit or Vegetable Juice
- Mac and Cheese
- Shelf Stable Protein (tuna, canned chicken)
- Peanut Butter
- Jelly/Jam
- Rice
- Pasta
- Cereal
- Skillet Meals (Hamburger Helper, Rice-a-Roni, etc.)
Personal Care Items
- Soap/Body Wash
- Shampoo/Conditioner
- Deodorant
- Toothpaste
- Feminine Care Products
- Toilet Paper
- Razors
- Shave Cream
- Household Cleaning Supplies
- Adult Incontinence Products
We greatly appreciate your support as we gather to share a meal, foster community, and offer meaningful assistance to those in need. We hope you’ll join us!
Click the button below or call Cindy at 734-432-7777 to RSVP.
No products will be sold. For disclosure information, see Thrivent.com/disclosures.
News and insights
Four Steps to Help Widows Rebuild Financial Stability
Losing a spouse is one of life’s most emotionally devastating events. While navigating the financial implications of this kind of loss can be complex and overwhelming, Legacy Consultants is here to help. Whether faced with essential budget management to complex investment strategies, contact my/our office today for help in navigating this journey with confidence. For disclosure information, see Thrivent.com/social.
From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook
Estate planning isn’t a one-and-done task. It’s an ongoing process that should evolve as your life changes. A well-crafted playbook ensures that when the time comes, your family will have more clarity, less stress and the confidence to carry out your wishes exactly as you intended. For disclosure information, 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.