Retire Savvy
The majority plan alone and fail to hit the target. The few plan with vision and gather partners to journey with them ensuring they reach their destination.
Planning That’s Right For You
Planning for retirement and business exit can be daunting, but Legacy By Design is here to guide you every step of the way. Our retirement and exit consulting services are designed to help you create a comprehensive plan that ensures a smooth transition. We focus on maximizing your retirement income, minimizing taxes, and securing your financial future, so you can retire with confidence and peace of mind.
Established in 2008
Our headquarters are in the heart of Oklahoma, but our agents are nationwide. We take pride in training up responsible client centered agents to meet the growing demands of medicare and retirement needs. We began at the start of the last Global Recession, and now more than ever we are here to help face the challenges of today.
If you want to Retire Happy save us in your contacts, and keep us on speed dial!
— Robin Bales