As a seasoned Registered Investment Adviser (RIA) dedicated to the unique needs of the business owner, our team provides a high level of knowledge and experience to customize the appropriate solutions for your needs. Anything from retirement planning for your employees to full active 401k plan management for the company we offer the professional guidance and innovative solutions needed to keep your business running smoothly.
At Legacy Invesment Group, LLC our goal is for your employees to retire with meaningful account balances. We use best practice plan design when counsulting or creating new plans. The Registered Invesment Advisor (RIA) model is transparent, has a fiduciary standard component and can reduce the plan sponsors fiduciary responsibilities to the role of monitoring plan vendors. The RIA model allows flexibility in using low cost Third Party Administrators, Record Keepers and trading platforms and our open architecture platform allows us to use low cost exchange traded funds in place of mutual funds to further reduce plan costs.
We don’t believe that one-size-fits-all approach for any business or individual circumstance. A comprehensive plan for both your business and personal needs depends on many variables. That’s why we work with you and your advisors to develop flexible solutions that adapt to your needs and goals as your priorities evolve.
Legacy Investment Group’s Services
Full Plan Management
- Qualified and Non Qualified Plans (401k’s, SEP Plans, KEOGH, Simple IRA, etc.)
Current Plan Consulting/Review
- Benchmarking Current Plan
- Services Review
- Development of your Investment Policy
- Participant Evaluation