The Legacy Retirement Group

The Legacy Retirement Group Why The Legacy Retirement Group?

Our mission is simple: Because of our faith in God’s teachings, our passion and purpose is to help bring simplicity and truth to those desiring a great retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. 02471175-7/24

10/06/2026

Even if they saved the same amount.

10/01/2026

Retirement is about more than just money—it's about living well, staying connected, and finding purpose.

Want to dive deeper into what a truly fulfilling retirement looks like? Watch the full conversation with Chris on our YouTube channel!

[🔗 Link in bio]



Time to celebrate the newest families joining The Legacy Retirement Group!🌟Please join us in welcoming Deirdre & Paul, C...
09/24/2026

Time to celebrate the newest families joining The Legacy Retirement Group!🌟

Please join us in welcoming Deirdre & Paul, Christine & Joe, Carrie & David, Sonia & Marty, Rene & Stu, Dean, and Anne & Rick! We’re honored to help navigate your financial future together.

Welcome to the Legacy family!💛




09/22/2026

One step can support the next.

09/15/2026

Some financial moves do more.

09/08/2026

The challenge is deciding what comes first.

Happy Labor Day! We’re taking the day to recognize all the hard work and dedication in our community. 💪🏼Our office will ...
09/07/2026

Happy Labor Day! We’re taking the day to recognize all the hard work and dedication in our community. 💪🏼

Our office will be closed today, September 7th. We will resume normal business hours Tuesday, September 8th.




With annual enrollment coming up on October 15th, we wanted to let you know we’ve amped up our Medicare services! 🎉As pa...
08/27/2026

With annual enrollment coming up on October 15th, we wanted to let you know we’ve amped up our Medicare services! 🎉

As part of our continued commitment to serving our families throughout every stage of retirement, we’ve expanded our Medicare services to provide even more guidance and support for you.

Medicare can feel complicated, but you don’t have to navigate it alone. Whether you’re approaching Medicare eligibility, reviewing your current coverage, or simply have questions about your options, our team is here to help.

Our goal has always been to serve our families beyond investments. We want to help you make informed decisions for every part of retirement.📝




Many retirement conversations start with the same question. Do I have enough? That is a great question. It is just not t...
08/25/2026

Many retirement conversations start with the same question. Do I have enough? That is a great question. It is just not the only one. A modern retirement can stretch 20 or 30 years, which means time, energy, purpose, and how you want to spend your days are part of the plan too. The numbers matter. The life behind the numbers matters just as much.

Explore the next chapter you get to author.

Address

360 Town Plaza Avenue, STE 340
Ponte Vedra, FL
32081

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+19046700711

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