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Roger A. Shake

Partner

Legacy Consulting Group

United States, Texas, Plano

About Me

Roger is a partner of Legacy Consulting Group and specializes in helping clients discover “what they plan to do with their one wild and precious life.” Over the years, it has become evident all wild and precious lives are filled with transitions. These range from marriage, children, job/career changes, death of a spouse, divorce, sale of a business, retirement, financial windfall, inheritance, and many others. The poet, Mary Oliver, said “To pay attention, this is our endless and proper work.” Our Financial Life Planning process is about “paying attention” in order to help people know that their money and financial decisions are fully aligned with what really matters to them. Paying atten

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Profile Information

Partner

Legacy Consulting Group

Investment Team,Operations Team

Investor

Consultant

Plano

Texas

United States

Oct 2, 2024

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