Headquartered in Oklahoma Serving Coast to Coast
Modern Maximization of Tax Strategies
White Collar Planning for Everyday People
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Legacy By Design specializes in creating customized voluntary employment benefits that help businesses attract and retain top talent. With over 50 years of combined experience in financial planning, our woman-owned firm offers a holistic approach tailored to your specific needs.
Your business is unique—why shouldn’t your benefits package be? With a vast portfolio of A-rated carriers at our disposal, we can craft a benefits package that truly works for your employees. From major medical options to all the ancillaries, including HSA, 401(k), SIMPLE IRA, and 403(b), we’ve got you covered!
Contact us today to discuss how we can tailor these benefits for your business.
Knowing when to update or enhance your employment benefits can be challenging. Here are some indicators that it might be time to consider new options:
If you notice any of these signs, reach out to us to explore your options.
Offering tailored employment benefits can significantly impact your business's success. Here’s why:
Call Legacy By Design to learn more about how our customized solutions can benefit your business.
Choosing Legacy By Design for your employment benefits offers numerous advantages:
Get in touch with us today to see how we can meet your business needs.
Ready to enhance your voluntary employer benefits in Oklahoma City, OK? Contact Legacy By Design to discuss how we can create a customized plan tailored to your business's unique needs.
Rapid Insurance Quotes for All Voluntary Employment Benefits
Call Legacy By Design today.
(833) 252-8660
Scale Your Business With Competitive Benefit Packages
Get in touch with Legacy By Design today.
(833) 252-8660
Legacy by Design specializes in reducing small businesses group health plans, providing BIG benefits to valued team members! Understanding ERISA compliance, we keep you compliant. We partner with you to be known in your industry as offering competitive benefits to attract top talent.
Headquartered in Oklahoma Serving Coast to Coast
Extended Hours by Appointment Only
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