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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.