You may have assumed that navigating the financial planning process is something you can do alone. Or that all investments promise profits. That’s not always the case. Many find this out the hard way. But at Legacy Retirement Advisors, we guide you to a secure, steady, and guaranteed income stream for your retirement.
Thankfully, Legacy Retirement Advisors can offer you comprehensive financial planning, tailored annuity solutions, and secure asset management to ensure your retirement is financially worry-free.
Unlike saving up without a plan in place, or potentially risky investments that depend on the volatile market, expert financial advisory from Legacy Retirement Advisors is an entirely different approach. Our team of financial experts guides you with personalized retirement strategies that guarantee steady wealth accumulation without the need for risky investments.
Schedule a consultation with one of our Retirement Advisors. During this meeting, we’ll discuss your financial goals and retirement plans to determine the best option for you.
We’ll customize a plan that suits your needs. We’ll explain the features, such as guaranteed income options, potential for growth, and how much guaranteed income to expect.
Once you’re satisfied with the annuity plan, we’ll assist you in completing the application process and guide you through the simple enrollment process.
You choose the amount you want to invest, how often you want to receive your regular interest payments and the length of time until your note matures with a guaranteed 12-15% return.
We deposit your monthly, quarterly or annual interest payments via ACH direct deposit directly into your bank account. The full amount of your principal investment is redeposited when your insured note reaches its maturity date. We’ve developed a retirement vehicle that delivers the ultimate in customer satisfaction with the ultimate APY!
This is a truly effortless passive investment. We handle all the due diligence, maintenance, administrative functions and management of your investment. Since both your principal and interest is guaranteed with an insurance policy, there is no risk therefore no anxiety. You spend your time doing what you love to do while your money works as hard for you as you did for it!
Our annuity product has no fees, allowing you to maximize your investment.
Enjoy peace of mind with a guaranteed monthly income that is fully insured.
Benefit from a competitive annual fixed rate of return, providing potential for growth.
Your principal and interest are fully insured, ensuring your investment is protected.
Partnering with A-rated insurance companies, you can trust in the stability and reliability of your investment.
Start investing with as little as an investment of $50,000.
With Our Top-Rated insurance partners, it’s truly in our best interest to help you find the plan that best fits your needs & budget.
No pushy advisors or having to talk to 30 different people.
0 spam calls or emails - Trust us we hate spam, too. You’ll never get it from us and we’ll always protect your information.
You choose the amount to invest (which is often from underperforming vehicles, savings, or old retirement accounts. You chose either 3, 5 ,7 or 10 years as your maturity length. You receive fully insured, guaranteed, monthly interest payments.
The minimum investment amount required to open an annuity with Legacy Retirement Advisors is $50,000.
We deposit your monthly interest payments directly into your bank account via ACH direct deposit. Your principal investment is redeposited when your note matures.
We handle all due diligence, maintenance, administrative functions, and management. With guaranteed principal and interest, there’s no risk or anxiety, allowing you to enjoy your time doing what you love.
Unlike saving without a plan or risky market-dependent investments, we offer personalized retirement strategies that guarantee steady wealth accumulation without the need for risky investments.
Schedule a consultation with one of our Retirement Advisors to discuss your financial goals. We’ll customize a plan for you, explaining features like guaranteed income options and growth potential. Once you’re satisfied, we’ll assist you with the enrollment process.
Legacy Retirement Advisors breaks the norm with customized annuity plans offering secure and strategic retirement solutions.
Legacy Retirement Advisors provides a convenient way to secure your retirement with our annuity options. Whether you prefer to manage your investment online or consult with a licensed agent virtually or by phone, we offer the flexibility you need. With access to top-rated insurance companies, our team at Legacy Retirement Advisors is dedicated to finding you the best options for your retirement goals.