Legacy Advisory Group Corporate
A Future Well Planned
Our professionals are here to provide access to sophisticated employee benefits and retirement plan solutions for 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 will take the time to strategically structure a plan to help pursue those goals.
COST
Our professionals create plans that are the best fit for your corporate enterprise and ensure your employees are taken care of all within budget.
ENROLLMENT
At Legacy Advisory Group, 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
Our team then keys 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
Individual Employee?
