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. We coordinate and optimize how each client’s investments, tax strategies, estate plan, and insurance solutions work together as one comprehensive strategy—so every decision supports the bigger picture.
We deliver this through a team-based approach that brings together our in-house investment, insurance, income, and tax planning experts, while partnering on the estate planning side with Nylen & Partners LLC. This collaborative structure allows us to provide our clients with a complete, coordinated plan built around what matters most. You Family. Your Future. Our Mission!
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.