Financial Planning Firm East Lansing MI

Our team of financial advisors are registered with LPL Financial, the largest independent broker/dealer in the nation*, offering us access to a wide variety of products on the market. It is this access, partnered with our long term investment philosophy that allows us to properly address your complex needs. We offer complete access of our services to a small number of qualified clients.

As reported in Financial Planning magazine, June 1996-2019; based on total revenues

Be it retirement, divorce, an inheritance or another major life change, we will help you transition to that next phase in life. As a team of financial advisors serving a small number of clients, we are able to provide personalized attention to your specific and unique needs.

We utilize mutual funds and exchange traded funds (ETF’s) to create a strategically managed and highly diversified portfolio for our clients. More often than not the success or failure of an investment plan comes down to the decisions you make at the peaks and valleys of the market. Our investment plan will be built around your risk tolerance and we will be there along the way to help you make informed decisions at the most crucial moments of your financial plan.

Investing in mutual funds involves risk, including possible loss of principal.

An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

As a client of Retirement Legacy Group, you will have an individualized plan that will cover the long list of complex current needs you will face leading up to and through retirement, as well as examining opportunities for legacy giving. We have over 25 years experience integrating estate plans with retirement plans to help maximize the financial legacy you leave to your heirs and favorite organizations.

It’s true, Jim started working in the financial services industry in the 1980’s so he’s been around a while. However, both Nate and Jeremy were born in the 1980’s. That means our team can offer you the best of both worlds – experience and long-term commitment. With longevity on their side, Nate and Jeremy look forward to seeing your retirement plan through to completion!