We're here to help you
Build Your Legacy
We will help you manage all aspects of retirement so you can leave your legacy.
Preserve Your Legacy
Legacy Partners Group LLC is a retirement solutions firm specializing in Holistic integrated retirement and estate planning, which coordinates and optimizes the way each client’s investments, taxes, estate plan and insurances work together. We do this by taking a team approach by partnering with the law firm of Nylen Partners LLC, the registered investment advisory of Redwood Financial Strategies and the insurance brokerage of Futurity First.
Get started in 3 easy steps
Discover
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using the Stress Test, we’ll examine your financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
