Company Benefits Planning

Navigating the benefits that your employer offers can be tricky and confusing. For example, are you utilizing your company’s retirement plan match? Do you have an HSA, and are you utilizing it to its full potential? What about short-term and long-term disability benefits? We will educate you on the types of benefits your employer offers and make recommendations on which benefits are appropriate for you and your family, and improve your ability to achieve your goals. After all, you spend your days creating value for your company; allow Legacy to spend our days making sure you receive the maximum value from your assets and benefits program.

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