Fiduciary advice. Not some of the time. All of the time.
Give your employees access to true consultants, not salespeople.
Your 401(k) plan is more than just a retirement plan. It’s your employees’ future.
If your company has matured to the point where you can no longer be the lone point person for employees’ financial questions, we’d love to show you what a partnership with a true fiduciary looks like. Through our open-architecture, independent retirement plan platform, we’ll find the plan that meets your unique needs. And as fee-only advisors, we’re incentivized to match you with the best provider for you, not us.
Unlike most retirement plan advisors, it doesn’t stop there. Our corporate clients have access to our stable of CERTIFIED FINANCIAL PLANNER™ professionals from our private wealth team. So when employees have questions around financial planning topics, we’ve got you covered.
Some of the benefits Legacy’s corporate retirement plan clients can expect include:
- Access to a team of wealth management professionals for financial planning questions that arise
- The capability to run educational workshops as needed around financial topics of your choice
- Access to the "Futureproofed" offering for companies with over 500 employees
- Annual fiduciary "benchmarking" of your retirement plan and proposals for your investment or retirement committee as needed
Our goal is to develop a personal relationship with each of our clients and to become a trusted partner through the challenges and journey of life.
Mike Wren, CFP®
Chat with us for free on your terms.
We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.