Legacy Advisory Group Corporate

A Future Well Planned

We are here to offer sophisticated employee benefits and retirement plan solutions to leading corporate clients looking for state-of-the-art plan design, tax efficiency and on-going monitoring. In addition, we offer private client services for company leadership and employees.

Your Corporate Roadmap to Employee Benefits

Legacy Advisory Group can help you take care of your valued employees by designing custom-tailored group benefits plans that give each employee confidence in the future while offering your corporate entity the opportunity to maximize tax benefits. We are here to provide your company and its employees with the tools, resources, and education they need to feel secure in your organization and empowered in their future.

Objective

Focused on the long-term and dedicated

GOALS

Starting with your organization’s long-term goals and objectives, we creatively structure a plan to achieve those goals.

COST

We create plans that are the best fit for your corporate enterprise and ensure your employees are taken care of all within budget.

ENROLLMENT

We strive to provide one on one employee enrollment and financial planning related education for each plan participant and help answer any questions they may have.

Offerings

We then key in on the custom plan offerings that will fit with these objectives.

Group Offerings

Traditional 401(k) & Roth 401(k) Retirement Plans

Profit Sharing Plans

Cash Balance Plans

SIMPLE IRA & SEP IRA Plans

Defined Benefit Pension Plans

Traditional & Roth IRA Rollover Programs

Health

Life

Disability

Long Term Care

Bonus Programs

Executive Deferred Compensation Plans

Individual Offerings

Retirement Income Planning

Social Security Planning

College Savings Planning

Estate & Tax Strategies

Insurance

Custom Managed Portfolios

Lifetime Income Strategies

Annuities

The Legacy Advisory Group Difference

Passionate and committed, learn more about what makes us tick.

Individual Employee?

If you are an individual employee who would like to see the full range of services we offer for private clients, visit our private client page.

Plan Your Future Today

Partner with us and kickstart your journey to a brighter future. Get in touch today.