Broker Check

Focused on Success

Committed to Plan Sponsor’s Success

At Legacy Retirement Plan Advisors we seek to help you make better decisions and optimize your plan design and investment options. Services designed specifically for the needs of plan sponsors include fiduciary-level investment monitoring and experienced investment policy support.

Committed to Your Employee’s Success

At Legacy Retirement Plan Advisors we are fully dedicated to improving retirement readiness for your employees while they are in-plan, preparing to retire, and after they have left the plan.

Focused On Success

Fiduciary Support

Retirement Strategies

Communication & Education

Corporate Objectives

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