Who We Serve

Personal Financial Planning East Lansing MI

Personal Financial Planning with Retirement Legacy Group

At RLG, we know you work hard for your money, which is why you should trust professionals who are willing to work just as hard to make sure your financial situation is secure in both the short and long-term. 

In order to achieve financial success, you’ll need to work with a financial planner who can tailor a plan that meets your specific needs. We don’t use a one size fits all approach with all our clients – we’ll devise a custom plan that is unique to you.

We always take the needs and goals of our clients’ into account during the financial planning process, beginning to end. The RLG financial planners manage wealth for short and long-term financial goals. We tailor each plan to a specific set of goals, including:

  • Retirement Planning
    • Our personal financial planning services set strategies for IRAs, 401Ks, and other retirement plans that ensure a secure financial future
  • Investment Planning
    • We’ll work with you to set goals for future investments that are suitable for you and not considered high risk
  • Estate Planning
    • RLG financial planners can manage and maintain all your assets and wealth for the future
  • Risk Management
    • RLG financial planners can manage cash flows through various insurance practices

Furthermore, we provide liability management and tax planning services. Contact us today for more information on the services we provide.

Are you ready to set up your introductory meeting with us? Do you have additional questions that this website did not answer? Please feel free to give us a call and we will be sure to respond to you quickly. Thank you!

We are here to answer your questions.

Proudly serving the Capital Area, including:


East Lansing
Eaton Rapids

Grand Ledge

Lake Odessa


Saint Johns

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.