Leggins Group - The Architects

If these terms confuse you…
there’s a high chance your money isn’t working the way it should be. And that’s not your fault, but it IS something you can fix.

Understanding money is step one.
Building a strategy is step two.

If you’re ready for both…
DM me “PLAN” or grab a time to chat.

Let’s make your money make sense.
LegginsGroup

As we reflect on the year, we’re thankful for the relationships, trust, and community we’re blessed to serve. Wishing you a Merry Christmas filled with joy and peace. 💙🧡

The Leggins Family & The Architects

No matter what your family situation - newly married, freshly retired or just starting out building a household together, it pays for couples to discuss money matters frequently, openly and honestly.

Have your scheduled your Marriage and Money Matters strategy session?

Click the link in bio to schedule....

𝐂𝐚𝐥𝐥𝐢𝐧𝐠 𝐀𝐥𝐥 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 – 𝐀𝐫𝐞 𝐘𝐨𝐮 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠 𝐚 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧?

Small business owners, we want to hear from you! 💼💰 Are you currently offering a retirement plan to your employees? If not, what's holding you back?

With the SECURE Act, you can access tax credits, reduce costs, and provide a major benefit that attracts and retains top talent. Plus, securing your own financial future has never been easier!

Here’s What You Need to Know:

✅ Tax Credits Up to $5,000 for starting a plan
✅ Boost Employee Retention & Loyalty
✅ Secure Your Own Retirement while supporting your team
✅ Simple & Affordable Plans Available for businesses of all sizes

💡 We offer expert guidance on 401(k), SIMPLE IRA, SEP IRA, and Payroll Deduction IRAs to fit your business needs.

➡️What’s Your Biggest Concern About Offering a Retirement Plan?

Drop your thoughts in the comments or DM us to explore your options today! 📩

📞 832.368.00027
🌍 [email protected]

Your employees’ future (and yours!) starts today! 🚀

Beware of IUL Season: Don't Be Scared

Many insurance agents will try to scare you into rolling over your 401(k) and IRAs. Their arguments might sound logical, and their solutions might seem smart. However, if you roll over your investments now, you lock in a loss and pay hefty fees and commissions once the funds enter the IUL.

In times like this, remember that dollar-cost averaging always wins in the long term! Stay the course and avoid making fear-based decisions.

In addition to designing financial plans, financial architects also monitor their clients' financial progress and make adjustments as needed. They may also provide ongoing financial education and support to ensure their clients stay on track to meet their financial goals.

Overall, a financial architect is a trusted accountability partner who helps individuals and organizations make informed financial decisions that support their long-term financial success.