Legacy Consulting LLC

Legacy Consulting LLC Based in Lutherville, MD, she also holds Series 6 & 7 registrations through LPL Financial. www.finra.org, www.sipc.org.

Megan Avery, ChFC®, founder of Legacy Consulting LLC and Legacy Tax Advisory, has served Maryland since 1998, specializing in tax, estate, and retirement planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have

not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/22/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Ready to retire? Prepare with these key questions for those ready to take the big step.
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Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

An ILIT could play a role in your estate strategy.
06/18/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

06/17/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/16/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
06/15/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

06/12/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

06/11/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

What every parent needs to know about insuring his or her teen driver.
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What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Address

Lutherville, MD
21093

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14108289505

Website

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