Secure Your Retirement Legacy

Our job is asking the right questions & giving simple, clear explanations. Your retirement plan should be completely understood - No jargon. No pressure.

Legacy_Retireent_Capital_Building
Legacy_Retireent_Capital_Building

EVERYBODY LOVES THE FEDERAL GOVERNMENT

Certified Federal Retirement Consultants

Learn to navigate a unique landscape of retirement benefits, such as the Thrift Savings Plan (TSP), the nuances of FERS and CSRS, along with the intricacies of the FERS annuity calculation. Make informed decisions about your pension options. Moreover, we can help familiarize federal employees with your FEGLI options and the impact of the Special Retirement Supplement has on your overall retirement income. Our goal is to provide you with clarity and a sense of security for the future.
(Top 10 FERS Questions answered here)

The Federal Retirement Consultant is a professionally listed designation on FINRA. It demonstrates the highest ethical standards on federal employee retirement benefits.

Teacher_TSERS_Legacy_Retirement
Teacher_TSERS_Legacy_Retirement

Sometimes we just need a human to explain things to us. We know the pain of seeking information and just being directed to a website, a book or a bank of videos. It's helpful but still TOO much information to sift through when - you just want a specific question answered! Schedule a free consult, get your questions answered and even get a custom retirement plan emailed directly to you! (Top 10 TSERS questions answered here)

TSERS Help - From a Human

TEACHERS AND PUBLIC SCHOOL STAFF

Planning for a Secure Retirement - TSERS

Knowing and understanding TSERS is extremely important for educators and staff in North Carolina. Having knowledge about the system empowers you to make informed decisions regarding your financial future and retirement planning. Our goal is to simplify the complicated system and make it easy to understand. This understanding will enable you to make the most of your retirement benefits, explore various options, and strategically manage contributions to supplemental retirement plans like the 403b and 457b.

Legacy Retirement Statue of Liberty
Legacy Retirement Statue of Liberty

RETIREMENT EDUCATION

Clarity & Understanding

At Legacy Retirement, we offer a range of retirement solutions designed to meet your unique circumstances. That mean education is key. We strive to simplify your pension and ask the right questions so you are in full understanding at all times. We want to help you maximize your retirement income and achieve financial peace of mind.

What is a Federal Retirement Consultant? (FRC)

The Federation of Federal Employee Benefit Advocates, LLC (“FFEBA”) educates and certifies professionals who work with federal employees. The Federal Retirement Consultant℠ designation applies to professionals who are able to demonstrate their competence and knowledge of federal employee retirement systems and related benefits. We strive to build a network of qualified professionals who can serve the retirement needs of federal employees.

In order to obtain and maintain the FRC℠ certification, individuals are required to demonstrate a commitment to high standards, continuing education, professional ethics, and trust. This sets the FRC℠ credential holder apart from other practitioners working with federal employees.

About
Legacy Retirement

Legacy Retirement is dedicated to helping federal employees and educators plan for a secure and fulfilling retirement. We are confident that with guidance and a personalized approach, we can help you navigate the complexities of your pension system and retirement planning. Our mission is to explain complicated pension and retirement systems in a way that you completely understand! It would be a great honor to help you embrace your retirement years with peace of mind and leave a lasting legacy for future generations.

Embrace Retirement with Confidence and Leave a Lasting Legacy

Schedule a live call with a Legacy™ Financial Professional. Ask questions, get clear answers. Nothing can replace peace of mind when it comes to your retirement plans!

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