Legacy specializes in helping non-profit K-12, higher education, and civil service employees navigate the complexities of planning for retirement that are unique to their field, such as:

pension planning

One of your biggest retirement assets comes with many choices and options that can have a huge impact on your retirement.

Social Security

Because of your non-covered pension, Social Security works for you in a unique way


There are certain rules to follow. If you don't, you you could pay the price.

403(b) vs. 401(K)

From a wide array of investment providers to thousand of investment  options, you're 403(b) is vastly different than a typical 401(k).

We can assist you in navigating these unique and critical areas of your retirement.