Retirement Legacy Group
We are dedicated to helping our clients pursue a position of significance through seeking to maximiz www.finra.org www.sipc.org.
Our specialty is working with individuals and families going through major life events (such as retirement, separation from a spouse through death or divorce, changing jobs, sale of a business, inheritance, etcโฆ) and who are interested in comprehensive planning leading up to and through retirement. As a result, we build long-term relationships with our clients. With over 40 years combined experien
11/27/2025
We are feeling very thankful for a great year. Hope you have a happy Thanksgiving!
10/31/2025
We can't believe it, but Jim's retirement day has arrived! For something we have been planning for years it sure snuck up on us! We have had a fun few weeks of final meetings, celebrating with other folks in our office and even playing golf at Jim's favorite course (Arcadia Bluffs).
I Had to include a throwback photo as evidence that Nate and I have been working with Jim for over 20 years now! It's hard to believe and yet we both feel so grateful for it. Jim brought us in and taught us that this business is about relationships and that is really the core of what we do every day. Relationships with many of you span from a few years to many decades! Our team does not take your trust lightly and it has meant the world to Jim and us. We are going to try to keep the laughter quotient as high as it has been with Jim but that is going to be hard. The man has a great smile and a laugh that can be heard well past the office walls!
BEST OF LUCK IN RETIREMENT JIM!! ๐๐๐
07/21/2025
Ele's race held their annual 5K race over the weekend to support their mission of "serving grieving children, teens, young adults and their families from throughout Mid-Michigan." We love partnering with them each year as a sponsor for such a great event!
The future is here! A few months back Nate and Lisa had the opportunity to ride in a driverless Waymo car to get to dinner. This is one example of how AI is changing the world around us at a rapid pace. Spoiler Alert: They arrive safely.
07/01/2025
Congratulations are in order for Nate and Lisa's daughter Gracelyn Rose on her graduation (with honors) from Lansing Christian! She has decided to stay close to home and pursue a Physical Therapy Assistant degree at Baker College. We are incredibly proud of you Gracelyn!!
04/03/2025
Just a friendly reminder that stock market pullbacks and even market corrections are fairly normal... Just not necessarily fun. Hang in there!
10/21/2024
We have been saddened to hear of the devastation caused by flooding in Asheville, NC in the past month. Nate and Lisa were able to see the beauty of Asheville this summer when they visited the historic Biltmore estate. Thinking of all those who were affected.
10/18/2024
Jeremy's kids visited the orchard this fall as is required by Michigander's this time of year. Time moves fast sometimes. These kids keep growing and the seasons keep changing.
07/29/2024
We were honored to be a sponsor at the Ele's Place - Capital Region 5K run again this year. Their mission to serve grieving children, teens, young adults and their families has offered support to so many families in Mid Michigan and beyond over the years. Thanks for what you do Ele's Place!
07/08/2024
Hope everybody had a great 4th! Jeremy and his family took a trip back in time on Saturday and visited Greenfield Village. Pretty amazing to have a place like this in Michigan!
05/14/2024
Nate had another successful season coaching the Varsity Girls Chap Chariots basketball team. They were able to finish the season as the D2 National Champions at the Homeschool National Tournament in Springfield, MO. Nateโs youngest daughter Annie is a sophomore and was the starting point guard for the team this past season. Congrats!
12/12/2023
If you have ever visited our office you know that Kim is the first person to greet you when you step through the front door. Thanks for all you do Kim!
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Address
2260 E Saginaw Street
East Lansing, MI
48823
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |