Financial Planning Firms East Lansing MI

Our team of advisors at Retirement Legacy Group has over 60 years of collective experience assisting individuals and families plan their ideal financial future.

We are proud to serve the mid-Michigan community, with a focus on serving Michigan State University employees. Click on the link for “MSU Employees” to get more information about how we are able to assist MSU employees with their TIAA and/or Fidelity 403(b) plans.

In addition, one of our advisors and founders, Nate Reusser, is a local Ramsey SmartVestor Pro. Click the link below to learn why that is important.

We believe that the best way to help our clients is through a long-term partnership built on trust. Helping you establish and pursue your goals and objectives is our top priority. We do this by analyzing all aspects of your financial situation. We then create a tailored plan that will aim to simplify the high level of complexity and risks facing you in retirement.

If you are the type of person that values professional advice and doesn’t want to go it alone, then we encourage you to set up an initial interview with us so we can explore what it would look like to work together.

And don’t forget — Plan Early, Plan Often!

Retirement Legacy Group, Private Advisor Group and LPL Financial are separate entities from TIAA and Fidelity.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Retirement Legacy Group, Private Advisor Group or LPL Financial.

Retirement Legacy Group is a team of financial advisors with over 60 years of collective experience. Our founders are Certified Financial Planners™, along with other advanced degrees.

Our team-based approach means that each and every RLG client is served not just by one person, but by our entire team.

We work together to identify your ideal future and then create a plan that aims to get you there.

Proudly serving the Capital Area, including:

Bath
Charlotte
DeWitt
Dimondale

Eagle
East Lansing
Eaton Rapids
Fowlerville

Grand Ledge
Haslett
Holt
Ionia

Lake Odessa
Lansing
Mason
Okemos

Ovid
Owosso
Perry
Portland

Potterville
Saint Johns
Webberville
Williamston

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Retirement Legacy Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, MI, NY, OH, OK, PA, TX, and VA.