Legacy Partners Group LLC is a retirement solutions firm focused on helping individuals and families plan for retirement and preserve their legacy. Its approach brings together investment management, tax strategies, estate planning, insurance solutions, and retirement income planning in a coordinated strategy tailored to each client’s needs. The firm’s team-based model includes in-house investment, insurance, income, and tax planning expertise, while estate planning is provided in partnership with Nylen & Partners LLC.

Legacy Partners Group guides clients through a three-step process: discovering their vision for retirement, evaluating their financial situation and needs with a “Stress Test,” and developing a custom strategy to support their goals. Its services include retirement planning and income, investment management, estate planning services, tax planning, and broader financial planning. Clients can schedule a consultation or register to attend a seminar to learn more. Investment advice is offered through Belpointe Asset Management, LLC, an investment adviser registered with the Securities and Exchange Commission.