Retirement Legacy Group

At Retirement Legacy Group, our mission is to help each client identify, plan for, and achieve their ideal future. With over 60 years of collective experience, our team of advisors is dedicated to serving the mid-Michigan community, focusing on Michigan State University employees. We believe in building long-term partnerships based on trust, helping clients establish and pursue their goals and objectives. Our approach involves analyzing all aspects of your financial situation to create a tailored plan that simplifies the complexity and risks facing you in retirement.

Our Value

We pride ourselves on our team-based approach, ensuring that each client is served not just by one person but by our entire team. This collaborative effort allows us to provide a comprehensive understanding of your financial situation and develop a plan that addresses all aspects of your financial future. Our advisors are certified professionals with advanced degrees, ensuring that you receive the highest level of expertise.

Who We Serve

We are committed to serving the Capital Area, including Bath, Charlotte, DeWitt, Dimondale, Eagle, East Lansing, Eaton Rapids, Fowlerville, Grand Ledge, Haslett, Holt, Ionia, Lake Odessa, Lansing, Mason, Okemos, Ovid, Owosso, Perry, Portland, Potterville, Saint Johns, Webberville, and Williamston. Specifically, we focus on assisting Michigan State University employees with their TIAA and/or Fidelity 403(b) plans.

Experience & Services

Our team offers a wide range of financial planning services, including retirement planning, investment advice, and educational seminars. We work closely with our clients to identify their ideal future and create a plan to achieve it. With our expertise and guidance, you can confidently plan for your financial future.