My Legacy Group

My Legacy Group Comprehensive wealth management. To and Through Retirement.
📋 DISCLOSURE: Advisory services via BCM, a registered investment advisor.

BCM & My Legacy Group are independent. Full disclosure at: https://linktr.ee/mylegacygroup Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and My Legacy Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agent

s. This message, including any attachments, is intended only for the recipient(s) named above. It may contain confidential and privileged information. If you have received this communication in error, please notify the sender immediately and destroy or delete the original message. Also, please be aware that if you are not the intended recipient, any review, disclosure, copying, distribution or any action or reliance based on this message is prohibited by law.

If you’ve tapped your emergency fund, plan how to rebuild it. Consistent deposits help restore balance.
06/16/2026

If you’ve tapped your emergency fund, plan how to rebuild it. Consistent deposits help restore balance.

June is Scam Awareness Month, a reminder to stay alert and protect your personal and financial information.⚠️ Don’t shar...
06/14/2026

June is Scam Awareness Month, a reminder to stay alert and protect your personal and financial information.

⚠️ Don’t share personal info with unknown callers or emails.
⚠️ Monitor accounts for suspicious activity regularly.
⚠️ Use two-factor authentication where available.
⚠️ Be cautious with urgent requests or investment pitches.

Awareness is your first line of defense.

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting futur...
06/07/2026

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting future income needs.

List your assets and liabilities annually to track financial progress and spot trends.
06/02/2026

List your assets and liabilities annually to track financial progress and spot trends.

Celebrate your financial wins from the year and set new goals for the next one. Small progress adds up!
12/29/2025

Celebrate your financial wins from the year and set new goals for the next one. Small progress adds up!

Wishing you a season filled with love, laughter, and cherished memories. May the spirit of Christmas bring peace, joy, a...
12/25/2025

Wishing you a season filled with love, laughter, and cherished memories. May the spirit of Christmas bring peace, joy, and warmth to you and your loved ones. Thank you for making this year so special! 🎄

May your season be filled with joy, peace, and cherished moments with loved ones. Here's to reflecting on the past year ...
12/24/2025

May your season be filled with joy, peace, and cherished moments with loved ones. Here's to reflecting on the past year and looking forward to the opportunities ahead. Thank you for being part of our journey! ❄️

Share financial literacy resources or tools with younger family members to help them start their journey.
12/18/2025

Share financial literacy resources or tools with younger family members to help them start their journey.

May your Hanukkah be filled with light, love, and blessings. As we celebrate the Festival of Lights, we are reminded of ...
12/16/2025

May your Hanukkah be filled with light, love, and blessings. As we celebrate the Festival of Lights, we are reminded of the joy of togetherness and the strength of tradition. Wishing you peace and happiness this holiday season! ✨

Set an annual financial audit day to review your accounts, progress, and savings strategy.
12/09/2025

Set an annual financial audit day to review your accounts, progress, and savings strategy.

Address

1555 Bonaventure Boulevard
Weston, FL
33326

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

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