Legacy Advisory Group Non-Profit
Your Plan.
Our Purpose.
Our professionals are here to serve non-profit organizations and employees seeking financial strategies that are mission-aligned and inclusive for everyone involved.
Your Non-Profit Roadmap to Employee Benefits
A valuable employee benefits plan for non-profits requires an ability to ensure that the organization, along with every member of the team, is positioned for long-term success. Creativity, experience, and enthusiasm are key in designing a total rewards package that allows you to shape a positive culture within your organization. At Legacy Advisory Group, we provide access to custom benefits plans, alongside providing a tailored, personalized experience to aid in ensuring your employees are happy, healthy, and fulfilled.
Objective
The first step is understanding your objectives and aligning them with a comprehensive plan that is right for your organization. We look at factors including goals, values, and mission.
GOALS
What do you want to accomplish long-term for not only the organization, but the individual employees who dedicate their lives to your cause?
VALUES
What are the main principles of your organization and how do these ethics and standards define how benefits are chosen and enacted?
MISSION
What is your guiding philosophy and how can your benefits plan align with that incredibly important pursuit?
Offerings
We then key in on the custom plan offerings that will fit with those objectives:
Group Offerings
Traditional 403(b) & Roth 403(b) Retirement Plans
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
457(b) & 457(f) Plans
Endowments & Foundations
Investment Policy Statements
Individual Offerings
Retirement Income Planning
Social Security Strategies
College Savings Planning
Estate & Tax Strategies
Insurance
Custom Managed Portfolios
Lifetime Income Strategies
Annuities
Individual Employee?
Are you an individual employee working for a non-profit in need of custom financial planning services? If you would like to see our personalized offerings, head to our private client page.
Start Your Journey Today
Now that you know what Legacy Advisory Group offers, now is the time to discuss your organization’s total rewards package. Call us today to learn more.
