Employer Solutions
Supercharging Your Employee Benefits Package
As a business owner or human resources professional, you know the feeling. Limited hours and seemingly unlimited responsibilities mean stress, frustration, and burnout. You want the best for your team, and you need to attract top talent all while making sure your retirement package is competitive, compliant, and easy for your employees to understand. What could go wrong?
As a fellow small business, Legacy knows what you’re facing. That’s why we’ve built our retirement plan platform with you and your business needs in mind. Our unique approach is rooted in education. Any time you offer employees a benefit related to tax savings and investment opportunities, you can expect questions and requests related to general financial planning, tax returns, estate planning, and investment concerns that may go beyond what you feel qualified (or legally permitted) to assist with. You can refuse to help, or you can remind your employees they have access to a dynamic team that does more than just assist participants with enrollment!
Legacy is a respected wealth management firm with financial planning DNA. Our team of CERTIFIED FINANCIAL PLANNER™ professionals are available to answer the questions and concerns that go beyond deferral rates, mutual fund selection, and beneficiary changes. And because we’re fiduciaries, you don’t need to worry about your employees being sold products or paying commissions. Don’t just offer a 401(k) program, offer access to a robust platform with a team of experts for everything financial. Your recruiters, your managers, and your employees will thank you!
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.
