Legacy Financial Group
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We inspire and empower you
to create the life you want, on your terms.
515-255-3306

Executive Financial Wellness

Executives have personal financial questions, too. They just come with a different-sized dollar sign. Experience has shown us that executives and professionals have often been so focused on their careers that they may have set aside their personal lives. This means they may not understand their big financial picture or utilize special benefits available to them.

We Can Help

Legacy Financial Group offers a complete program to help executives and professionals focus on their financial life with a two-phase approach.
PHASE I - EDUCATION PROGRAMS
We offer our 1.5 hour program to your staff—onsite in a convenient location. We start off with an update of market performance and our insights. Then we bring a special topic to the table for explanation and discussion.
PHASE II - THE PERSONAL CONNECTION
Included are private, 1-on-1 meetings with our advisers to make certain personal questions are answered, and to offer assistance in retirement readiness, goal setting, and action steps. Executives are also offered access to their own personal website, a place to gather all things financial in one place, which encourages big-picture planning.
Included:
We offer sample investment strategies specifically for your retirement plans — i.e. 401(k) or non-qualified plans.
And
We’ve been conducting financial wellness programming for over 20 years, and specialized executive programming for over 15 years. So no worries, we get it! Our programs are educational.

Customized

Presented with an understanding of your organization’s benefits and communication goals in mind.

Onsite

Conveniently offered onsite at your organization.

Personal

Specifically for executive or professional levels chosen by you and extended by invitation only, and includes 1-on-1 meetings with an adviser to answer questions and assist with goals and action steps.
Disclaimer | Privacy Policy | Disclosure
 Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies.

Legacy Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact
​Legacy Financial Group at 515-255-3306.

Legacy Financial Group
6000 Grand Ave, Suite B
Des Moines Iowa 50312

​Phone: 515-255-3306
​Toll-free:
800-616-4392
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  • Home
  • About
    • Our Story
    • Our Approach
  • Our Team
    • Partners
    • Advisors
    • Operations Team
  • Wellness
    • Financial Wellness for Employees
    • Financial Wellness for Executives
  • Resources
  • Contact