Legacy Financial Advisors

We are a benefits broker that specializes in Group Health Insurance and Retirement Plans. Our niche is working with small businesses and individuals.
Our goal is to help you:
• Lower your health care premiums without sacrificing benefits.
• Navigate through Health Care Reform.
• Provide you with exceptional service before, during and after enrollment.

Have you had your retirement plan evaluated lately?

We review and evaluate your plan with you and follow up with a customized action plan that offers step-by-step guidance to help boost your plan’s effectiveness.

• Investment consultation and review
• Fiduciary and compliance issues
• Participant education and communication
• Assessment of your plan design
• Quality of plan service

In short, you get the services of multiple advisors from one group. Our goal is to assist your company as it grows and enable you to offer other benefits to your employees when feasible and necessary. We want to help you continue the success of your business.