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(850) 894-2333
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(561) 282-3641
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Retirement Plans | Legacy Insurance Solutions in Florida
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Retirement Plans

Retirement Plans in Tallahassee and Palm Beach

At Legacy Insurance Solutions, we take pride in being able to handle all of your group benefit and employees’ needs. With that in mind, we are also able to offer a variety of different retirement plans, no matter the size of your company. Our professionals take the time to analyze and review which plan best fits your company’s needs with you and your staff.

 

Some plan offerings include:

 

• 401(k) Plans
• 403(b) Plans
• Defined Benefit Plans
• SEP IRAs
• Individual IRAs (Both Traditional & Roth)

 

Please contact us so that we can assist you with your retirement plan needs.

75

Years of Combined Experience

90

Insurance Companies We Access And Counting

100

Percent Dedication To Our Clients

We appreciate the continued loyalty of our clients and look forward to serving your needs in the future at Legacy Insurance Solutions, where Our Legacy Is Protecting Yours.

 

Sincerely,

Brandt H. Shapiro
Chief Executive Officer

 

Wade R. Shapiro
President