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About The Legacy Retirement Group

The Legacy Retirement Group is a family-owned, independent retirement firm with a primary focus on guiding families who are nearing or already enjoying retirement through the important decisions that can help shape their financial futures. We understand that retirement is a significant milestone filled with both excitement and uncertainty. Our mission is to provide personalized and comprehensive income planning strategies that help you achieve financial confidence and stability in retirement. With a focus on creating lasting legacies, through faith-based principles, we take pride in our family-centered approach. As an independent firm, we are committed to offering unbiased advice and tailored strategies that align with your unique needs and goals. Whether it’s managing investments, planning for healthcare costs, performing Roth IRA conversions, or helping to ensure a steady income stream, The Legacy Retirement Group is here to support you every step of the way. At The Legacy Retirement Group, our core values and family-owned principles guide everything we do. We believe in building strong, lasting relationships with our clients, treating each family with the care and respect they deserve. We are dedicated to helping simplify the complexities of retirement planning, so you can enjoy your golden years with confidence and leave a meaningful legacy for your loved ones. Join us at The Legacy Retirement Group and take this first step in allowing us to Simplify Your Retirement, as your legacy is our priority. Insurance products are offered through the insurance business The Legacy Retirement Group. The Legacy Retirement Group is also an investment advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEWM does not offer insurance products. The insurance products offered by The Legacy Retirement Group are not subject to investment adviser requirements. 02876586- 03/25