Our corporate clients enjoy access to expertise and guidance tailored to the needs of their business. Employees can engage with us on multiple platforms and under their own terms. With no products to sell, Legacy offers objective advice and reassurance to employees, executives, and owners alike. Read more about the game-changing value we’re bringing to companies like yours every day.
401(k) and Retirement Program Design and Management
Futureproofed, Legacy’s workplace education program
Executive Strategies, an exclusive benefit for your key employees, offering access to CERTIFIED FINANCIAL PLANNER™ professionals at a reduced rate, courtesy of your benefits package