Our Services

The Legacy Group offers a strategic, competitive advantage by bringing together a team of expert resources to provide the very best in reputation, quality products and services. We feel that our resources are one of our best competitive advantages.

Retirement Plan Services

Through National Retirement Plan Advisors, we provide full services for qualified retirement plans. We assist our clients in establishing qualified retirement plans or revising their plans to help solve their tax, investment, and other financial needs. By applying customized designs and assiting in the selection of quality products, we help to protect our client's well-being, address retirement concerns, and help you invest those assets.

Investment Services*

Drawing upon a network of resources, we strive to be responsive and resourceful in our recommendations. Our network of resources allows us to deliver high quality investment services that coorespond with the objectives of each client family, business or practice. We view our role as portfolio risk managers with an approach designed to produce relatively long-term results for our clients.

Trust Design Services

Trusts can be used to avoid probate or reduce estate and income taxes. They can be used to transfer asssets for the protection of your children and heirs, to avoid taxation of life insurance in your estate or to keep your assts in tact through divorce or while paying income to a designated person. Trusts are a preferred wealth-building and preservation tool.

Life and Disablility Insurance

We feel by listening, observing, and by asking questions and listening to your answers, we are able to determine your level of risk. This allows us to make recommendations, as well as help you implement and meet your personal and business needs & objectives.

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Broker/Dealer and Registered Investment Adviser, Member FINRA/SIPC, 3600 North Capital of Texas Hwy. Bldg. B, Suite 180, Austin, TX 78746 (512) 266-1658. The Legacy Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.