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 García, RICP
President & CEO
(954) 303-4647
(954) 252-2076
pgarcia@mylegacygroup.com
Narda McCarthy
Nicolás García
Sales Assistant
(954) 591-5303
(954) 252-2076
ngarcia@mylegacygroup.com
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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
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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.
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.
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.
Annuities
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.
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.
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.
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?
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.
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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