At Retirement Legacy Group our mission is to help each client identify, plan for, and achieve their ideal future. Our team of advisors at Retirement Legacy Group has over 60 years of collective experience assisting individuals and families plan their ideal financial future. We are proud to serve the mid-Michigan community, with a focus on serving Michigan State University employees.
In addition, one of our advisors and founders, Nate Reusser, is a local Ramsey SmartVestor Pro. We believe that the best way to help our clients is through a long-term partnership built on trust. Helping you establish and pursue your goals and objectives is our top priority. We do this by analyzing all aspects of your financial situation.
In addition, one of our advisors and founders, Nate Reusser, is a local Ramsey SmartVestor Pro. We believe that the best way to help our clients is through a long-term partnership built on trust. Helping you establish and pursue your goals and objectives is our top priority. We do this by analyzing all aspects of your financial situation.
Services
Jim graduated from Michigan State University in 1978 with a B.A. degree in Business and received his J.D. from Cooley Law in 1982. He is also a CERTIFIED FINANCIAL PLANNER. He co-founded RLG in 2004 and concentrates his work efforts on market research, the development of long term business initiatives for the firm, and consistent face-to-face meetings with the clients of RLG.
The best way to find out if there is a "match" between the services we provide and your individual needs is to have an initial discussion in regards to process and philosophy. This introductory meeting may be in person or over the phone. You do not need bring or reveal any specific financial information during this introductory meeting as that is not the focus of the meeting.
Retirement Legacy Group is a team of independent financial advisors with over 60 years of collective experience. Wondering if we could bring value to your situation? Our team of financial advisors are registered with LPL Financial, the largest independent broker/dealer in the nation*, offering us access to a wide variety of products on the market.
Our team at Retirement Legacy Group strongly believe in the importance of leaving a positive impact on the community around us. Olivia Kay Foundation exists to improve the quality of life for children with severe multiple impairments as well as their families and care givers. The Olivia Kay Foundation was founded by Chad and Lisa Borodychuk in honor of their daughter Olivia Kay, who was diagnosed with Alexanders Disease.
Retirement Legacy Group specializes in assisting Michigan State University Employees with their Fidelity and/or TIAA 403(b). Through a relationship with Fidelity and TIAA, we can manage your existing MSU 403(b) investment selection and pick from thousands of investment choices within the brokerage link platform.
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