How Long Will You Keep Searching for the Perfect Client?

There are thousands of amazing clients that need the help of a financial professional right now. Would you like to meet them?


How Legacy™ Helps You

Your Expertise is Valuable!

Legacy™ receives numerous requests from public employees seeking guidance on understanding their pensions, retirement savings, managing funds post-retirement, setting up college savings for their children, and more. We facilitate the initial meeting between a public employee and a meticulously vetted, licensed financial professional within our network.

Gone are the days of cold calls and unqualified leads, both of which consume your valuable time and resources. Recognizing the need for a more efficient approach, we provide you with appointments with individuals who have already expressed interest in retirement planning.

As a part of the Legacy® network, you gain more time for essential tasks, such as preparing for pension evaluations, responding to information requests, and offering crucial support to new clients. This affords you the opportunity to serve a broader client base effectively.

Our passion for retirement planning aligns with yours, and we take pride in our role in this journey. By providing you with opportunities to assist people in finding a secure and successful path to retirement, we contribute to the fulfillment of your goals and theirs.

Become a
Legacy Retirement Consultant™

Register to become a Legacy Retirement Consultant™ and we will introduce you to public employees searching for a retirement representative that can assist them in understanding their pension, help with social security, saving for retirement through their employer sponsored plans and much more!


You Still Have Questions...

It is our privilege to get you connected with public employees who are searching for an advisor. We understand that you may have additional questions regarding qualifications and fees, please click below to schedule a call with a Legacy™ team member.


I Don't Need To Talk, I Just Want Appointments


Your passion is admirable! For the protection of public employees that contact us requesting an appointment with a financial professional, Legacy™ only recommends agents that have qualified as Legacy Retirement Consultants™. Click below to apply for LRC™ status and a team member will contact you promptly!

How to Get Started