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Roger A. Shake, CFP®

Legacy Consulting Group

5000 Legacy Dr
Ste 450
Plano, TX 75024
Phone: (972) 599-4750
Fax: (972) 599-4751

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Household Income Minimum: $0
Investable Asset Minimum: $3,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.