Why The Legacy Retirement Group?
Our mission is simple: Because of our faith in God’s teachings, our passion and purpose is to help bring simplicity and truth to those desiring a great retirement.
Take the first steps today.
Simplify Your Future
This initial consultation delves deep into your retirement dreams, financial aspirations, and unique circumstances. We’ll explore your goals and create a tailored plan that reflects your vision for an elevated retirement experience.
Our team conducts a comprehensive analysis of your current financial landscape. We then chart a strategic
“Simplify Your Future Plan” that aligns with your retirement goals. This path seeks to maximize growth, preserve your assets, and help ensure financial confidence throughout retirement.
Once we’ve collaborated and agreed on an ideal strategy, we’ll implement your plan. Your strategy will consider your risk tolerance, income needs, and desired lifestyle. It’s all about tailoring the plan to fit your unique circumstances and aspirations.
Once your plan has been implemented, we will continue to review and make updates as your goals and situation change with time. We’ll help to make sure your legacy will endure and continue to benefit you and those you care about most.
Instant Download
What Can You Do About Future Taxes?
With the national debt rising, higher taxes in the future could become the new reality. With this free 16-page guide, you’ll find an outline for different strategies you can use to help preserve your retirement income, including:
How to take advantage of current low tax rates
How life insurance could play a role in your overall financial strategy
Whether you should consider a Roth IRA conversion
Attend an Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.