The Legacy Family
Tax is where most relationships with us begin.
It’s rarely where the questions end.
Wealth Management & Financial Planning
When you’re ready to invest, plan retirement income, or build a long-term financial plan, Legacy Advisory Group brings the same relationship-first approach to managing and growing your wealth.
Estate &
Legacy Planning
Comprehensive planning looks beyond today. Your legacy deserves thoughtful preparation. Legacy Total Wealth helps coordinate the estate planning process and bring the important details together with your broader financial plan—helping create clarity for you, your family, and the future.
Legacy Consulting Group is one part of a connected family of firms built on a single idea:
your taxes, your investments, and your estate plan are deeply intertwined — so the
professionals handling them should be too.
When your needs grow beyond tax and accounting, you stay right where you are and
get introduced to the Legacy team that handles what’s next.
TAX ACCOUNTING
+
WEALTH MANAGEMENT
+
ESTATE & LEGACY PLANNING
+
TAX ACCOUNTING + WEALTH MANAGEMENT + ESTATE & LEGACY PLANNING +
Why this Matters
Our founder, David Hudson, earned his CERTIFIED FINANCIAL PLANNER™ credential on top of his CPA specifically so he could serve clients better.
Too often, the financial advisor never grasps the tax consequences of their advice, and the tax preparer never sees the investment strategy.
When one team commands both, decisions get made with the full picture in view.
That's the conviction the entire Legacy family is built on — and it starts here,
with your taxes.
Let’s Work Together
Ready to take control of your financial puzzle? Let’s get started.