Are You Ready to Retire?

You’ve dreamed about retirement. But have your prepared for it?

Seize Your Retirement

Something that seemed far away when you started your first job is suddenly around the corner.

Our Process Starts With Why

You are at the center of all we do, including our wealth management process. Each step of our process envelopes your unique and individual retirement vision.

Meet the My Legacy Group Team

You’ve dreamed about it, and you’ve fantasized about the days when your time can truly be your own. But now, as retirement is coming faster with the close of each workday, are you ready? If you’re like many people who come see us, you may have some doubts about whether you’re prepared to leave your steady paycheck behind. Or maybe you just want reassurance that your current strategy is leading you where you want to go. That’s why we’re here.

Peter Garcia

Peter García, RICP

President & CEO
(954) 303-4647
(954) 252-2076

Narda McCarthy

Narda McCarthy

Operations Manager
(954) 446-6696
(954) 252-2076
Nick Garcia

Nicolás García

Sales Assistant
(954) 591-5303
(954) 252-2076

Featured In

ABC Logo
Fox Logo
CBS logo
NBC Logo
Newsweek Logo
USA Today Logo

Our Partnerships

At My Legacy Group, we work with a team of subject matter experts who assist us in connecting each piece of a complete financial puzzle for our clients.
Tax | Insurance | Estate | Wealth Management

Ready to Get Started?

Schedule your free consultation, today!


Schedule Your Consultation

Financial Services To Fit Your Life

My Legacy Group is committed to providing a high level of service that stands apart from the rest. We focus on three specific outcomes that affect all of us as we prepare for retirement. Creating peace of mind, financial freedom, and a lasting legacy. We offer comprehensive wealth management and retirement planning strategies.

Tax Planning

Retirement Distribution Tax Planning

Retirement distribution or withdrawal tax planning is putting a strategy in place that will help make your retirement nest egg last as long as you do.

Tax Planning

Social Security Planning

Social Security benefits are a big part of most American’s retirement plans both pre- and post-retirement and can assist you in successfully funding your retirement.

Tax Planning


Annuities provide lifetime income you cannot outlive. You invest your money in an annuity and in return for your investment, you get income in the form of regular payments.

Tax Planning

Life & Long-Term Care Insurance

Life insurance is often thought of as simple financial protection for your loved ones in the event of your death. It is that, but it isn’t just that. Life Insurance comes in all shapes and sizes.

Tax Planning

Asset Management

Asset Management refers to the management of investments on behalf of others. The process essentially has a dual mandate – grow the client’s assets over time while mitigating risk.

Tax Planning

Estate Planning

Estate Planning is the part of Legacy Planning where you suffer through putting all the legal papers necessary in place in order to make sure your wishes are respected after you have passed.

The My Legacy Blueprint

Learn about our 5 pillars of planning.

Download Our Latest Guide

How Much Can Hidden Fees Cost You?

Hidden Fees Guide

A Guide to Hidden Fees

Plaese fill out the form below to receive your complimentary “Guide to Hidden Fees”.

It’s easy to focus on how investments are doing and how to minimize taxes, only to forget to add up how much of your retirement savings goes towards fees. The problem is that fees add up. Download your complimentary copy of this guide to find out just how much, and what you can do about it.

Our Events

Get ready for exciting events coming your way! To stay informed of important events and dates,  join our mailing list by clicking the button below.


Join Our Mailing List

Please fill out the form below to be added to our mailing list.

How Can We Help You Today?

Weston Office

1555 Bonaventure Blvd.

Weston, FL 33326

Phone: (954) 446.6696

Mon – Fri: 8:00AM – 5:00PM

Sat-Sun: By Appointment