About Legacy Retirement Planners
Legacy Retirement Partners is an independant insurance agency located in Gulfport, FL. We are contracted with all the major insurance companies and captive to none. This allows us to customize retirement solutions specific to each individuals wants and needs. Our online and in-person resources, including private consultations come at no cost or obligation.
As an independent agency specializing in all lines of insurance, we have access to all options in the independent market, as well as many limited distribution proprietary solutions for Life, Health, Annuities, Medicare, Disability, Long-term care and more.
Our needs based approach begins with understanding and listening to your current situation and the needs that you want addressed. From there, we take our time and provide unbiased, open-architecture education, coupled with easy-to-understand technology to spreadsheet and compare an industry of options.
Have insurance questions and need assistance? Consult with us at no-cost!
William Griffo
Manager, Retirement Planner
Bill Griffo is a licensed independent insurance professional and has over 30-years of experience in the financial industry. Most of Bill's career was spent on Wall Street trading mostly fixed income securities. That experience equips Bill with the inside info on how the global financial system operates.
Bill believes we are in for turbulent times in the years ahead as baby boomers begin liquidiating $38 trillion held in retirement savings acounts as rules require minimum distributions each year besides the need to replace lost income in retirement.
"This will create more market volatility than we have seen in the past and my move to the insurance side was because I want to help people protect their nest egg and allow their income to out-live them throughout retirement.
Reach out for a no cost, no obligation review of your specific situation so you can live the life you deserve in retirement.
It is critical to make the right choices heading into and throughut your retirement. LRP's goal is to educate you on ways you can protect the assets you have worked your entire life to build ...
By presenting opportunities that will increase your independence, build fiancial security and give you peace of mind your Golden years will be the best of your life!