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.

© 2020 by Legacy Retirement & Investment Services


Securities and Advisory Services offered through GWN Securities, Inc.  A Registered Investment Advisor, Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Legacy Retirement & Investment Services and GWN Securities, Inc. are non affiliated companies

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