©2018 by Legacy Partners Group, LLC.

The Value of Legacy Partners Group, LLC

Retirement Solutions

Who we are

Wholistic Retirement Planning

Retirement Planning is more than just an investment portfolio.  We incorporate experts in the areas of portfolio management, estate, income, tax law, risk mitigation, medicare, and long term care planning.  This strategy not only gives our clients access to experts in each field, but also gives them the greatest chance of the retirement they always wanted through a coordinated wholistic plan.

Business Meeting


Legal Advice

Estate & Legacy Planning

Contract Paper Signing

Income & Investment Strategy for Retirement

Business Meeting

Insurance Consultation and Integration