Our Value

Retirement Legacy Group is a team of financial counselors with over 50 years worth of collective experience. Our financial counselors are registered with LPL Financial, the largest independent broker/dealer in the nation (as reported in Financial Planning magazine, June 1996-2016; based on total revenues), offering us access to a wide variety of products on the market. It is this access, partnered with our long term investment philosophy that allows us to properly address your complex needs. We offer complete access of our services to a small number of qualified clients; therefore, our services are not for everyone. Wondering if we could bring value to your situation? Consider the questions below:

Are you going through a transition?

Be it retirement, divorce, an inheritance or another major life change, we specialize in preparing you for that next step in life. As a team of financial counselors servicing a small number of clients, we specialize in personalized attention to your specific needs.

 

Are you concerned that market risk will be too much in retirement?

We believe in a tactically managed and always highly diversified portfolio created to help balance out the many risks facing you in retirement and give you the opportunity to work towards financial independence.

*There is no assurance that these techniques are suitable for all investors or will yield positive outcomes. Diversification does not ensure against market risk.

 

Do you want a plan that will take current needs into consideration as well as legacy giving?

As a client of Retirement Legacy Group, you will have an individualized plan that will cover the long list of complex current needs you will face leading up to and through retirement, as well as examining opportunities for legacy giving. We have over 25 years experience integrating estate plans with retirement plans to help maximize the financial legacy you leave to your heirs and favorite organizations.

 

Do you want a team of qualified investment counselors who can create a personalized plan and see it to completion?

As a client of Retirement Legacy Group you can expect personalized attention to your complex retirement needs. Our team based approach allows us to provide personal attention to detail at every level of your financial plan. We are strong believers in offering education opportunities to our members as well as transparency in our operations and fee structure. We have put a continuity plan in place so that we can offer a consistent, long-term relationship to you and all our clients for decades to come. We are looking forward to the opportunity to get to know you better.

 

 

Contact Us Today to Get Started!