Strategic Business Planning
Keep More of What You Earn
Running a business is demanding—you’re managing people, making tough decisions, and planning for long-term success. At Legacy Wealth Management Group, we help business owners simplify that process with strategic financial planning and benefit design that supports growth, retention, and continuity. Whether you're a solo entrepreneur or managing a team, we’ll help you build a stronger, more resilient business.
Financial Strategies That Strengthen Your Business
Support Your People. Protect Your Future.
Our business planning services focus on two key areas: employee benefits and owner-focused financial strategies. Here's how we can help:
- 401(k) and Retirement Plans
- Design custom retirement benefits that help attract and retain top talent.
- Group Life & Disability Insurance
- Protect your employees and their families with affordable group coverage options.
- Bonus & Incentive Plans
- Create bonus structures that reward performance and build long-term loyalty.
- Buy-Sell Agreement Support
- Be prepared for business transitions or unexpected changes with smart succession planning.
- Tax Strategy Referrals
- While we don’t handle business taxes directly, we have a trusted network of CPAs and legal professionals ready to support your planning needs.
Built for Business Owners, By Financial Experts
We Understand the Entrepreneur's Mindset
As business owners ourselves, we understand the pressure you face and the value of having the right partner in your corner. We’ll work with you to:
- Align business goals with personal financial goals
- Manage cash flow and risk with purpose
- Structure benefits and plans that scale as you grow
- Provide continuity planning for peace of mind
Benefits of Working With Legacy
- Personalized Financial Planning: Customized investment strategies that reflect your goals, timeline, and risk tolerance.
- Tax-Efficient Portfolio Design: Minimize tax drag and maximize after-tax returns across your entire portfolio.
- Low-Fee, High-Quality Investment Options: We prioritize transparent pricing, cost-effective funds, and global diversification.
- Holistic Wealth Planning: Covering retirement, insurance, estate, education, and healthcare—under one plan.
- Fiduciary Commitment: As fee-based advisors, we act in your best interest—always.