Legacy Executive Benefits, LLC is a national consulting firm specializing in the design, implementation and management of all retirement and continuation plans to maximize value and ensure compliance. Our vision is to be the Advisory firm of choice that optimizes employee financial security and company performance.

Independent Objective Third Party Advisor (RIA)

In today’s world, an Independent third party is recommended to protect plan sponsors, as well as participants. We serve as an advocate negotiating on behalf of the entity and the participants. This includes pricing, service, compliance, communication, education and administration; as well as investment fund lineup.

The very best advisors are not only guardians of the clients’ interests, but are also excellent facilitators, who understand both sides’ perspectives, risks and interests, and has the ability to work creatively and constructively to find solutions that lead to a highly successful retirement plan strategy.

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