The Legacy Financial Group

About Us

At Legacy Financial Group, our mission is to empower small business owners to retire on their own terms. We specialize in setting up comprehensive retirement solutions, including 401(k) plans, group benefits, and lesser-known retirement accounts like SEP IRAs and SIMPLE IRAs. By providing personalized financial strategies and unwavering support, we help business owners secure a prosperous future for themselves and their employees, ensuring financial stability and peace of mind.