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
COST
ENROLLMENT
Offerings
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?
